This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

Taskfeed

Customer Onboarding Management for Salesforce

see alternatives

Taskfeed Pricing, Features, Reviews and Alternatives

Taskfeed product overview

What is 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.

Key benefits of using 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.

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk

Training options

Webinars
Live Online
Documentation

Taskfeed pricing information

Value for money

4.5

/5

20

Starting from

$

300

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Taskfeed features

Functionality

4.3

/5

20
Total Features33 3 categories

Most valued features by users

Task Management
Collaboration Tools
Project Management
Prioritization
Resource Management
Time & Expense Tracking
Milestone Tracking
Task Progress Tracking

Functionality contenders

Trello
Functionality
#1
Jira
Functionality
#2
ClickUp
Functionality
#3
Taskfeed
Functionality
#4

Taskfeed users reviews

Overall rating

4.5

/5

20

Positive reviews

90%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.53/10
Rating distribution

5

4

3

2

1

11

7

2

0

0

Pros
It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.

AR

Anonymous Reviewer

I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.

NS

Nicole S.

I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list.

Simone W.

Cons
Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

JF

Jennifer F.

Difficulty of setting up, requires lot of customer service intervention.

AR

Anonymous Reviewer

And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.

RJ

Rune J.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Great App That Also Accepts Feedback

Reviewed 3 years ago
Pros

This software can really help you improve the management of tasks. The team there is also very open to receiving feedback about things that need to be changed/customized (to make it even better)

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

Reviewed 3 years ago

Improved team collaboration when they actually use it!

Pros

I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

Cons

I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Reduce email back-and-forth with this excellent, collaborative onboarding solution

Reviewed 13 days ago

Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks. It helps us get a quick glimpse into a project's status – which phase it's in, whether it's on-schedule, and time until completion.

Pros

Taskfeed has a ton of amazing features. Their customizable templates allow us to quickly spin up excellent instances for various scenarios. The drag-and-drop functionality is really great & makes using Taskfeed simple. It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.

Cons

Sometimes our Taskfeed instance is a bit slow and glitchy. It lacks functionality to automatically track how much time is spent on a task. File management is a bit clunky.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

I have worked with taskfeedtask in about 1 year as a project manager.

Reviewed 3 years ago
Pros

That it workes with salesforce. Also the drag on drop functions (when it works) how you can change users when you need to.

Cons

The systems load times. It is very slow. And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly. A log that monitors the changes i state and user would be really helpful to insure succes on the different projects.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Very easy to configure and get started with minimum training requirements

Reviewed 3 years ago

Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.

Pros

Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Cons

Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.

Taskfeed FAQs and common questions

Taskfeed has the following pricing plans:
Starting from: $300.00/month
Pricing model: Subscription
Free Trial: Available


Taskfeed has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Taskfeed supports the following languages:
English


No, Taskfeed does not have an API available.


Taskfeed integrates with the following applications:
Salesforce Sales Cloud


Taskfeed offers the following support options:
Email/Help Desk

Related categories