TeamBoard for Salesforce

All-in-One solution for project and resource management for Salesforce.

Manage work seamlessly

With Teamboard Resource planning, users can visualize and manage their team’s work efficiently.

Intuitive Task Assignment: Allocate, sort, and edit tasks to team members easily with drag-and-drop in an Excel-like table.
Customizable Kanban: Visualize your team’s tasks in board columns to reflect your unique workflow.

Easy Resource Planning

Simplify your planning with TeamBoard’s intuitive drag-and-drop functionality. View your team’s capacity scheme and manage workloads precisely.

Workload Overview: Gain informative insights into your team’s workload for better decision-making.
Balanced Workloads: Ensure a clear and equitable distribution of tasks among your team members.

Unlock Project Efficiency →

TeamBoard for Salesforce offers easy resource planning ability

Tracking & Report made simple

TeamBoard for Salesforce offers great abilities to track and manage time logs, aiding managers in identifying potential bottlenecks or resource constraints with reports.

Effortless Time Tracking: Monitor invaluable real-time data for tracking project progress and managing resources efficiently.
Generate Reports: Create detailed reports to analyze performance and communicate results effectively.

Get Tracking & Reports →

Integrate with Salesforce

Integrates seamlessly with Salesforce environments and offers a centralized platform for managing tasks, projects, and resources effectively.

Install Now

TeamBoard for Salesforce is available on AppExchange

TeamBoard for Salesforce Features

Project management

Project management empowers managers to oversee their projects effectively.

Resource Planning

Resource Planning helps managers optimize their workforce and workload distribution.

Kanban

Kanban facilitates project visualization and task monitoring for managers.

Time Tracking

Time Tracking lets managers monitor hours spent on tasks accurately.

Reports Generating

Report allows managers to track project progress and manage resources efficiently.

Others

Additional features include leave and vacation management, risk management, workload distribution, comprehensive reporting, team boards, and scheduling,…