What is a Community?
Salesforce Communities are branded spaces for your customers, partners, and/or employees to connect and collaborate, similar to an online portal.
How does TaskRay work with Communities?
TaskRay can be used in a Salesforce Community so that external users can access the application and participate in projects. TaskRay components can be added to Community Pages to provide the desired level of access to the application for Community Users.
What TaskRay Product Editions support Communities?
TaskRay Standard or Premium Edition is required to use TaskRay in a Salesforce Community. Full details about the features in each TaskRay Product Edition are available here.
Which Salesforce license types can I use with TaskRay in Communities?
TaskRay is compatible with Customer Community, Customer Community Plus, Partner Community, Lightning External Apps, and Lightning External Apps Plus license types.
Do my Community Users require a TaskRay license?
Yes - Community users require a TaskRay license in order to use TaskRay in a Community.
Do I need to assign TaskRay Permission Sets to my Community Users?
Yes - Community Users will require access to TaskRay objects, and the easiest way to ensure that access is by assigning them a TaskRay Permission Set. We recommend using the TaskRay External - Standard Access Permission Set for Community Users, but you can also use the TaskRay External - Read Only Permission Set to provide more restrictive access.
How do I add Community Users to Projects?
If a Community User has a TaskRay license and Permission Set (or equivalent access to TaskRay objects), they can be added to a TaskRay Project as a Team Member. Once the Community User is part of the TaskRay Project Team, they can be assigned to tasks and participate in the project.
What is the TaskRay Customer Onboarding Community Template?
The TaskRay Customer Onboarding Community Template is a pre-built Lightning Community Template that can be used to accelerate the process of deploying TaskRay in a Salesforce Community. The template includes several Community Pages pre-configured with TaskRay Lightning Components to provide a starting point for administrators to incorporate TaskRay in a new Community.
Can I hide specific TaskRay Tasks from Community Users?
Yes - with Internal Only Tasks, you can hide specific TaskRay Tasks from Community Users.