External Sharing Link:
- Use case example: Do you need to share project progress with someone who isn't on TaskRay or even Salesforce? Using the external sharing link, you can give external stakeholders live read-only access to TaskRay project progress.
- Things to consider: External stakeholders viewing the external sharing link cannot make and edits, such as completing a task. The external sharing link also requires one full TaskRay license to be designated for external sharing.
Custom Onboarding Feedback Flow:
- Use case example: You can collect customer sentiment and feedback about how they think a project went in order to gain better awareness of how your customers experience your onboarding process.
- Things to consider: The Customer Onboarding Feedback Flow is a Flow template, so administrators can save their own versions to customize how it works. You will need one full TaskRay license to be designated for the Customer Onboarding Feedback Flow.