Collaboration View

The Collaboration View is part of the TaskRay external collaboration suite. Collaboration View allows sharing projects in read-only format with external stakeholders, such as customers or partners who do not have access to TaskRay. This is a great option when you need to keep external stakeholders in the loop on how projects are progressing toward completion.

Collaboration View Overview

About Collaboration View

The Collaboration View provides the ability to share projects with external stakeholders in read-only format. Whenever a project needs to be viewed externally, a read-only link specific to that project can be generated and shared with applicable stakeholders. Using this link, external stakeholders can have visibility into project updates in real time, allowing them to monitor how the project progresses toward completion without having to log in to Salesforce.

This feature leverages the Salesforce Sites technology for generating links to grant read-only access to designated projects.

Collaboration View requires one TaskRay license (included with the subscription) for setting up access. 

While not required, the Collaboration View pairs well with Collaboration Connect, which allows assigning tasks to external task owners. If used together, the Collaboration View will also present a designated To Do interface that will organize externally assigned tasks from the project in a list format.

Collaboration View Guides

Collaboration View Configuration

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

Using Collaboration View

For information on how to use Collaboration View and enable projects for external sharing, refer to the following guide: Collaboration View: Internal User Guide.