Solutions

Customer Onboarding
Capabilities include project timelines, resource management, and stakeholder collaboration.

PSA
Manage, track and enhance your project delivery processes efficiently.

Customer Success
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

Project Management
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
Features

Customer Health

Resourcing

Reporting & Dashboards

Timelines & Collaboration

Time Entry

Meeting Automation

Financials & Billing

Productivity
Why Cloud Coach
Customers
Resources

Library

Blog

Videos

Partners

Competitor Comparisons

Articles
Book a Demo

Use Task Health to Keep Projects on Track

Brandi Johnson

Mar 17 2017 3 min read

When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce org, you can easily monitor task health directly from your project views. We use a simple “red light / green light” indicator

A green icon indicates that your task is on track, while a red circle shows that your task has gotten off track. It can either be red because it’s starting late, or ending late. Tasks that start and end late can affect your project timeline and overall performance!

On the Gantt view, you see these icons just to the left of the task name.

If you’re using the board view to manage your tasks, there is a health icon next to the task due date on each card.

In project task list view, the icon is to the left of the task name.

Plus, in the management panel to the right hand side of any view, you can see why the task is either red or green.

Once you see that a task is putting your project at risk, you can take appropriate action steps to follow up or get the work done to get your project back on track.

Since Cloud Coach is native on the Salesforce platform, you can leverage key Salesforce functionality like Process Builder to alert the team as task health changes – whether you want to notify the project owner, the task owner, or both.

While these statuses are set by default in Cloud Coach Milestones (available for free from the Salesforce AppExchange), when you upgrade to Cloud Coach Enterprise or Ultimate, you can define your own business rules to set your task health status.

AUTHOR

Brandi Johnson

Unleashing the Power of AI: Revolutionizing Customer Success Teams

In today’s rapidly evolving business landscape, organizations are constantly looking to find innovative ways to improve customer satisfaction and retention....