Project Management System
Credex Project Management System
Overview
PMS help to manage projects directly in Salesforce org by creating tasks, allocating material resources & assigning them to the team members. PMS app provides intuitive Dashboard for insights & friendly UI for better user experience
Manage Teams & Project
Create, track, and manage the status of tasks assigned to teams/team members
1.Project Manager can create projects, teams & members using projects tab 2.Project Manager can assign members to the team and then team to the project 3.Project Manager can create phases within the project 4.Project Manager can create task, assign it to team members, measure its progress till completion (Progress Checker) 5.Dashboard displays Kanban view of each & every task assigned to the members 6.Team members can change their task status using user friendly drag & drop functionality 7.Team members can request for the material resources needed for the task completion 8.Project Manager or team member can attach Notes & Attachments within the project or task 9.Project Manager or team member can also Preview and Download the attached Notes & Attachments
Categories
- Business Needs
- IT Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package