Salesforce Kanban Board for Project Management

Manage your team’s projects from one Salesforce-native solution

Using a well-built kanban solution can transform your workflows. With a comprehensible visual interpretation of all your tasks, their status, who is assigned and other important information, you can always be sure of what needs to happen, by who, and when. 

Salesforce and Cloud Coach are a great option for Kanban Boards and Processes for your team, letting you extend the value that your business gets from its Salesforce investment with seamless linking of your project kanbans to sales & service clouds, and access to all your Kanban data through Salesforce reporting. Here’s why Cloud Coach kanbans might be the right option for you:

Easy to understand visuals

With a Cloud Coach kanban board, you get an instant visual summary of your project in a user-friendly interface:

  • Keep track of projects more easily
  • Note priority cards at a glance
  • See assignees at glance
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APPLICABLE TO ALL CLOUD COACH TIERS

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Customize your kanban boards

by department or project

Different teams will naturally have different process steps – but that doesn’t mean you need to use a different solution for each team:

  • Customize headings for use cases or departments
  • Create new boards in seconds
  • Tag cards with colors
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APPLICABLE TO ALL CLOUD COACH TIERS

Assign work out to your team

Teams are what makes projects really tick – and Cloud Coach’s kanbans makes it as easy as possible to assign team members to cards:

  • Create your project team
  • Drag and drop assignment
  • Assign one or multiple team members to each card
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APPLICABLE TO ALL CLOUD COACH TIERS

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See assigned cards

from all projects

Individuals and organizations work on multiple projects at the same time. By managing your projects with Cloud Coach your users can:

  • See all the Kanban processes they have assignments on
  • Filter by Project
  • Update and complete work
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APPLICABLE TO ALL CLOUD COACH TIERS

Collaborate using Chatter

By using a kanban board built on the Salesforce platform, you can utilize the Chatter for collaboration over every card to:

  • Communicate with others working on the project
  • Attach and view files
  • Reply to other comments and @ mention users
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APPLICABLE TO ALL CLOUD COACH TIERS

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Log and track time

Tracking time is probably one of your team’s least favorite parts of their workday, but why not make it easy for your team by letting them track time right within your Kanban board where they are already working:

  • Enter hours in situ
  • Save time with suggestions
  • See a full breakdown of entered time
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APPLICABLE TO ALL CLOUD COACH TIERS

Be part of the bigger picture

Cloud Coach allows you to run Kanban as a standalone project or as part of a bigger Water-Scrum-Fall project which allows you to combine the best of Waterfall and Agile together:

  • Combine Waterfall and Agile
  • Roll up board completion and effort
  • Templatize your deliverables
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APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

What is your version of Project Success?

Learn more about how Cloud Coach can help your business from the angle that is most relevant to you, by any project process area, by use case, by functional area or by your role 

Schedule a bespoke demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.