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Work Management & Project Management for Salesforce
Task Tracking, Resource Planning, Capacity Planning & Project Managment
Overview
Comprehensive Work Management Platform for Task Tracking, Resource Planning,Capacity Planning, Time tracking, Timesheets, Project Management & Portfolio Management.
See How Work Management & Project Management for Salesforce Works
100% Salesforce native Seamlessly works on Salesforce without any external services required
Work Management, Portfolio Project Management Utilize the Table View, Kanban board, and Resource Scheduler to visualize and allocate your team's resources with ease quickly
Resource Planning, Capacity Planning With advanced resource planning capabilities, TeamBoard allows for a comprehensive view of resource availability and utilization.
Time Tracking & Timesheets Project managers can keep a close eye on project timelines and manage timesheet approval workflows efficiently, ensuring accurate tracking of project hours.
Balancing Workloads Ensures work is evenly distributed among team members, preventing burnout and under-utilization by monitoring workloads through the Working Capacity Scheme.
Reports TeamBoard provides you with the tools to create detailed reports on every aspect of your projects, allowing teams to analyze performance and communicate results effectively.
TeamBoard for Salesforce is an all-in-one solution for Resource Planning and Project Management. It provides the ability to see and plan the big picture of resource availability and utilization. This solution also supports project managers in managing teams effectively and offers insights into their projects. Let’s simplify your planning with TeamBoard for Salesforce. With an intuitive drag-and-drop functionality, you can assign tasks and projects to team members effortlessly, ensuring a balanced workload distribution.
Categories
- Business Needs
- Project ManagementTime & Date
- 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