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TaskRay provides enhanced external collaboration capabilities for customers to align and enable teams to deliver enhanced post sale experiences

TaskRay today announced it has updated its solution on the Salesforce AppExchange, providing customers new ways to collaborate with external stakeholders, such as their customers or partners, with task assignment capabilities and enhanced visibility into post-sale processes, such as onboarding, installations, or implementations. 

TaskRay enables users to leverage data already in Salesforce and automation to consolidate information and processes into a single solution for more scalable processes and enhanced visibility into project status and performance. TaskRay’s new external collaboration features deliver more project context and visibility while creating workflows for managing, assigning, and completing tasks with external stakeholders that do not have a Salesforce or TaskRay license.  Having the ability to fully collaborate with all stakeholders enables companies to drive alignment, keep projects on track, and avoid miscommunication or missed deadlines. 

Key enhancements in the release include:

  • External Ownership & Completion: a brand new feature that allows users to assign external contacts as  secondary task owners, alerting them via customizable email notifications, and providing the ability for the external owner to mark tasks as completed with notes for updates. 
  • Public Dashboards: an enhanced version of the current external sharing link that provides external stakeholders with read-only access to a dashboard that consists of multiple views for details, including project plan, to-do lists, and insights into project health. 

Included with these features is the ability for administrators and internal users to control the level of information that is shared externally and access customization options such as company logo, brand colors, and views. 

“Maintaining transparent and consistent collaboration between internal teams and external stakeholders is critical to driving successful post-sale experiences,” said Mike Tetlow, CTO at TaskRay. “We are thrilled to deliver these new capabilities that enable TaskRay users to foster collaboration and build a foundation of trust with their customers. ”

Built on the Salesforce Platform, TaskRay is currently available on AppExchange. The new features, External Ownership and Public Dashboards, are available for customers using TaskRay Standard and Premium Editions. 


About Salesforce AppExchange 

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 10 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.    


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