Additional information for Taskfeed
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.
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.
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.