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

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Pricing
Free, paid plans from $19 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Premium Plan | $19 per user | Monthly | 30 days |
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