Work Management & Project Management for Salesforce logo

Work Management & Project Management for Salesforce

By DevSamurai

Rating
3.0
Reviews
1
Pricing
Free
Paid plans from $19 per user per month
Listed since
2024

About Work Management & Project Management for Salesforce

Task Tracking, Resource Planning, Capacity Planning & Project Managment

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.

Highlights

  • 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.

Screenshots

Comprehensive solution for Project Management and Resource Planning

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Comprehensive solution for Project Management and Resource Planning

Pricing

Free, paid plans from $19 per user per month.

Work Management & Project Management for Salesforce plans
PlanPriceBilled
Premium Plan$19 per userMonthly

Customers with more than 5 boards can purchase additional licenses at $19 per user.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on April 4, 2024
Languages
  • English