Cloud Coach launches Customer Success Capabilities for Salesforce
Manage your full Customer 360 – Onboarding, Services and Success – all from within the Salesforce platform Cloud Coach, a...
As a project leader, you need to quickly and efficiently assign team members to work on your project tasks. With Cloud Coach Milestones, we make it easy to assign team members in several different ways.
Method 1: When you create a new project
As you’re creating a new project, you can add resources to work on each task directly from the project creation wizard.
Method 2: From the Project Gantt, Board or List View
If you need to add a team member to work on a project task or change who is assigned, you can do this directly from your project page. Just click on the “Resource Assignment” tab in the management panel on the right-hand side of your screen. You can assign team members no matter which view you’re using – Gantt, board, or list view.
It’s easy to tell which tasks are not assigned. The person icon next to a task name is red if a task is unassigned, green if it is assigned.
Method 3: From the template
When you create a new project template, you can assign team members to work on each task. Then, when you create a new project from your template (either automatically based on a business process, or manually), those same people will be assigned to work on those tasks.
Can I assign multiple team members to work on a task?
With Cloud Coach Milestones, you can only assign one team member to work on each task. If you need to assign multiple team members to a single task, you may need a more complex version of Cloud Coach. Request a demo to find the right solution for your needs.
AUTHOR
Brandi Johnson
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