June 2024 Release – Meet Collaboration Hub

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June 25, 2024

June 2024 Release – Meet Collaboration Hub

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TaskRay

Summary

TaskRay has officially leveled up its external collaboration capabilities with Collaboration Hub, now available in both Standard and Premium editions with a Collaboration Hub license. This secure, on-platform, fully customizable experience provides full access to TaskRay for all your external stakeholders. Collaboration Hub is here to help you stay aligned across projects, teams, and customer accounts for a seamless experience.

How is it different than the previous external collaboration features?

Our existing collaboration features, Public Dashboard and External Ownership & Completion, are still here and ready to help—they’ve simply been rebranded. Public Dashboard is now Collaboration View. And External Ownership & Completion is now Collaboration Connect. Everything else about them that you know and love is still the same, and they’re designed for users who need a light collaborative touch from external partners. Collaboration Hub builds on these features by providing a customizable, on-platform experience for those with security requirements and needing heavier customer project involvement.

What else makes Collaboration Hub stand out?

  • It improves efficiency and speed-to-value by making all your external stakeholders a true part of the project. They own their work, make updates directly in the app, and can view pertinent project information, all in TaskRay.
  • It drastically reduces administrator burden on your internal teams by allowing for quick and easy setup—just a few button clicks and toggles. Adjusting access levels and permanent settings takes just minutes.
  • It’s easy for your outside partners to interact, as it provides them with a separate login portal to access TaskRay.
  • Unlike other providers, Collaboration Hub helps end users adhere to security or regulatory requirements by keeping all data within Salesforce.
  • It offers unparalleled customization, providing popular out-of-the-box settings such as chatter, files, and time tracking, plus allowing for advanced development needs
  • It drives even greater visibility, allowing you to keep all files and communications in one place.
  • It provides capabilities similar to Salesforce Digital Experiences (like file sharing and task management) but without the high costs and development resources.

Who is Collaboration Hub designed for? 

Project managers within TaskRay and end customers, including external executives, PMs, and external partners, will all benefit from this feature. Collaboration Hub is designed for more mature, complex processes that rely on external stakeholder involvement to be successful, including:

  • A high volume and/or frequency of tasks that get assigned to external stakeholders
  • TaskRay users who may not have the budget or resources for Salesforce Digital Experiences
  • Strict compliance and security requirements and/or end customers in a heavily regulated industry such as financial services, healthcare, manufacturing, field service, real estate and property management, telecom, SaaS/Tech
  • Customers highly involved in the projects and who need capabilities beyond Public Dashboard & External Ownership

As you can see, Collaboration Hub takes your customer experience to the next level. It’s easy for internal and external teams to use and keep all your communications in one central location. You’ll save time, improve your customer experience, and boost your own employee morale by giving them back valuable time that might otherwise be spent generating status reports, scheduling check-in meetings, or tracking the status of client-driven tasks.

Ready to get external stakeholders more involved? Contact your CSM or success@taskray.com to learn more about Collaboration Hub licensing.

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