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Collaboration That Brings Customers Into the Work

Give customers and partners a secure, Salesforce-native way to see progress, complete tasks, share files, and stay aligned, without extra meetings, reports, or admin work.

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Shared Workspace for Stakeholders

Turn Stakeholders Into Teammates

When customers and partners sit on the sidelines, projects slow down. Status lives in email, tasks slip, and project managers become human reminder systems. TaskRay Collaboration features bring everyone into one shared workspace with views, assignments, notifications, and intelligent insights so work is visible, handoffs are clear, and revenue-critical projects stay on track.

Collaboration That Moves Projects (and Revenue) Faster

Designed for Customer-Facing Teams Aligning Internal and External Stakeholders

Built for teams that rely on customers, partners, or vendors to get work done, like SaaS onboarding, complex deployments, or installations. Give every stakeholder a clear view, clear ownership, and timely nudges so momentum never stalls.

Work together, finish faster

Pull external stakeholders into shared views and light task workflows so decisions happen sooner, blockers surface quickly, and go-live dates hold.

Fewer check-ins, smarter coordination

Trade manual updates and scattered threads for configurable views, branded portals, and intelligent meeting-to-task automation that turns notes into action.

Transparent projects, loyal customers

Give customers real-time visibility into plans, progress, and owners in one place, with contextual summaries and files that build trust and reduce churn.

KEEP PROJECTS ON TRACK

End-to-End Control & Clarity for Project Managers

TaskRay for Project Managers

AI-Powered Project Management in Salesforce

TaskRay + Agentforce turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.

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Features That Keep Everyone Involved

Collaboration View

Give external stakeholders a real-time, read-only view of project plans and status.

Collaboration Connect

Send tasks by email so external stakeholders act quickly and reliably.

Collaboration Hub

Offer secure TaskRay access so externals can update tasks and share files.

Other Great Features to Improve Collaboration

Customer Feedback Forms

Collect onboarding feedback and turn responses into clear improvement insights.

Email & In-App Notifications

Automate alerts so tasks, handoffs, and deadlines never go unnoticed.

Chatter

Keep conversations, files, and important updates together on project records.

Excited about future TaskRay capabilities?

Discover upcoming features on our horizon and have a say in what comes next!

Explore Our Roadmap

Frequently Asked Questions

1. What collaboration features does TaskRay offer?
TaskRay’s collaboration suite enables seamless internal and external teamwork through Collaboration View (read-only project visibility), Collaboration Connect (task completion via email), Collaboration Hub (a secure full-access portal), and Collaboration Experience (comprehensive access to TaskRay and Salesforce via Experience Cloud).

2. How does Collaboration View help external stakeholders?
Collaboration View provides external stakeholders with a real-time, read-only look at project plans and task statuses—without additional licenses or manual status updates—boosting transparency and customer confidence.

3. What is Collaboration Connect, and why use it?
Collaboration Connect enables external collaborators to receive and mark tasks as complete via email—encouraging accountability with minimal friction and without requiring a platform login.

4. What does Collaboration Hub provide for external users?
Collaboration Hub gives external stakeholders (such as customers, contractors, or partners) full access to TaskRay via a secure portal—allowing them to view, manage, and contribute to project tasks directly within Salesforce.

5. Who benefits most from the Collaboration Hub?
Collaboration Hub is ideal for teams with high external involvement, especially in regulated industries (such as healthcare or financial services), as well as for organizations lacking the budget or resources for Salesforce Digital Experiences.

6. How do external collaborators get invited to a project?
External users are invited via the Collaboration Hub by linking Salesforce Contacts (with name and email) to the relevant Account and enabling access through the Project’s “External Access” tab. This process only takes a few simple clicks to activate.

7. Why choose TaskRay’s collaboration over traditional tools?
TaskRay keeps all collaboration within Salesforce, enhancing data security, reducing admin burden, maintaining regulatory compliance, and improving project visibility—all without complex integrations or external tools.

Want to see TaskRay in action?

Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.