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Taskfeed

Name: Taskfeed
Rating: 4.5 (2 reviews)

By Taskfeed

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Highlights : About Taskfeed

Project Management

Time & Expense Tracking

Customizable Templates

Task Management

Milestone Tracking

Agile Methodologies

About Taskfeed

When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce. Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates. Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes. Get your customers onboard faster. Easily and automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity type, or the products on your Opportunity. Adjust the plan in the rich drag-and-drop Gantt view. Set a baseline to track progress against a commitment. Then share the plan with the customer. Taskfeed is built and runs on the Salesforce platform.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Project Management

Collaboration

Portfolio Management

Time & Expense Tracking

Traditional Methodologies

Task Management

Gantt Charts

Resource Management

Customizable Templates

Kanban Board

Onboarding

Milestone Tracking

Client Portal

Agile Methodologies

Benifits

DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS

Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.

PLANNING AND SCHEDULE WITH DEPENDENCIES

Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.

SHARE WITH YOUR CUSTOMER

Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

100% NATIVE

Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.

TASKFEED SOLUTIONS

Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.

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