An External View into Your Project’s Lifecycle

Providing Greater Transparency for Happier Customers
The Collaboration View grants easy read-only access to TaskRay project plans for anyone who doesn’t have a TaskRay license. When used in conjunction with the Collaboration Connect feature, a user can also view their assigned tasks via an auto-generated dashboard link.
Available with
Standard, Premium
Plans
Collaboration View

A Seamless Way to Engage Every Project Team Member

Project managers can customize what info they’d like to share with non-TaskRay users without the cost of additional licenses

Share the Info You Want, and Nothing You Don’t

  • A view of the overall project plan
  • Team and/or individual to-do lists
  • Some or all parent projects as well as some or all of their individual subprojects
  • A project snapshot via Project Insights
brandon lechner
TaskRay helps manage our time, tasks and projects in a simple, yet effective manner. I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver!
Brandon Lechner
Delivery Operations Manager at Kicksaw
case thompson
Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.
Case Thompson
Sr. Property Transitions Coordinator at Greystar
jason washburn
A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.
Jason Washburn
Founder at Agility Academy

Customize and Control Project Insights Shared with External Stakeholders

Best for

Project Managers
Customers
Executives
Internal Teams

Greater Transparency

Collaboration View allows your customers to track project progress and stay on top of tasks assigned to them without the need for additional meetings or email check-ins

Complete Control Over Shared Info

Easily mark tasks as internal only, control field-level security through permission sets or profiles of individual users, and easily remove access with a single click

Customizable for Brand Fluidity

Share and send updates, info, and more from TaskRay to your customers using your brand’s colors and logos for a seamless experience

Easily Identify Delays

Quickly spot and resolve bottlenecks or incomplete tasks on the customer side for smoother and faster project completion

Less Tools, More Value

Collaboration View reduces the number of disparate tools used by both external and internal teams, streamlining processes and creating a single source of truth

Enhanced Customer Engagement

Improve customer engagement by providing a transparent, controlled, and branded project management experience, enhancing trust and satisfaction.

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
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