How can I get a departmental view of our projects?
What good is a project management tool if you spend more time looking for your projects and tasks and chasing...
Cloud Coach Blog
How Can I Track Project Changes?
Changes are a reality of running projects. And tracking those changes is critical for getting a full understanding...
Nic Widhalm
May 7 2017 6 min read
How can I get email notifications about new tasks?
Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are...
Brandi Johnson
May 5 2017 3 min readCan I Use Project Charters?
In this week’s two-minute video, the team answers the question “Can I use project charters?” by...
Nic Widhalm
Apr 30 2017 6 min read
How can I keep track of my Salesforce maintenance projects?
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to...
Brandi Johnson
Apr 28 2017 4 min read
How can I improve my customer onboarding?
After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when...
Brandi Johnson
Apr 21 2017 5 min readWhere can I see all the project details for a client?
In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the...
Nic Widhalm
Apr 21 2017 5 min readCan I get a Portfolio View of my Projects?
This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers...
Nic Widhalm
Apr 14 2017 4 min read
How can I get my team working on projects together?
Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your...
