Empower Employees

The project record gives an overview of the project. View the highlights bar to see key fields, visual status bar, tasks, key dates, and more. Easily customize the fields and choose your project management methodology to optimize your process.

Next: Click on “Quickly Progress Tasks”

In the console, utilize the drag and drop Kanban board to easily move tasks from one status to the next.

Next: Click on “More…” then “Complete Approval Processes”

Drill in to project tasks to assign dependencies, task owner, and status. Enable approval processes to ensure that tasks are being reviewed to ensure completion.

Next: Click on “More…” then “Collaborate with the Team”

Project Managers can communicate with task owners and stakeholders with Chatter right on the task record - keeping all of the discussion and status updates in the system and off of email.

Next: Click on “More…” then “Mobile Project Management”

Salesforce mobile enables managers to view everything on the go. Whether it is to approve tasks, look up key dates, utilize Chatter, or update notes.

Next: Click on “More…” then “Track Progress Status”

Capture risks to alert stakeholders of negative project impacts-giving key groups a 360 view of the project.

Next: Click on “More…” then “Dive into Analytics”

Executives can utilize Einstein Analytics to get a holistic view of programs and projects across the organization. They can drill in to budget, timelines, project status, and more to spot trends and streamline processes.