Collaboration Hub

This feature is available on the following TaskRay Product Editions

  • Standard
  • Premium

The Collaboration Hub is part of the TaskRay external collaboration suite. With Collaboration Hub, you have the ability to configure a designated TaskRay portal where external collaborators can get full access to the TaskRay app. This is a great option for collaborating with external stakeholders who need to manage work in TaskRay alongside internal TaskRay team members.

 

Collaboration Hub Overview

About Collaboration Hub

The Collaboration Hub is a designated portal for external stakeholders who need to manage work in TaskRay alongside internal team members. This is a secure experience that leverages the Salesforce Digital Experience Sites technology. The Collaboration Hub is centered around TaskRay functionality and it does not allow incorporating other Salesforce data or applications that are not directly related to TaskRay into the site configuration. 

TaskRay provides a supplemental package that must be installed to use this functionality. Once installed, the package automatically configures a new TaskRay Digital Experience Site and provides an intuitive interface for managing settings and customizing the experience. The Collaboration Hub comes pre-configured with a sample layout and styling applied. The default configurations can be customized and tailored according to business needs and requirements for external TaskRay collaborators.

Collaboration Hub requires TaskRay licenses for every external user. Contact your CSM or success@taskray.com to learn more about Collaboration Hub licensing.

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Collaboration Hub Configuration

For information on how to configure the Collaboration Hub, refer to the following article: Collaboration Hub: Configuration Guide.

 

Using the Collaboration Hub

For information on how to use the Collaboration Hub and start working with external stakeholders, refer to the following guides:

  • Collaboration Hub: Internal User Guide: This guide covers processes for internal teams on how to use the Collaboration Hub, add external team members to projects, and work with them collaboratively. Share this guide with your internal TaskRay team. 
  • Collaboration Hub: External User Guide: This guide covers the functionality and process for external users. Share this guide with external users who will be working in the Collaboration Hub.

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