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What is Project Board?

Optimize your workflow by reducing the number of email interactions and improving overall team productivity through the use of a project and task management platform. This innovative tool enhances team evaluations by streamlining communication, assessing work quality, and tracking individual performance on different projects and tasks. By cutting down email exchanges between your team and clients by approximately 35 to 40%, you can achieve a significant increase in team efficiency by the same margin. Everyone involved in the projects can stay synchronized, which fosters prompt decision-making and effective teamwork. Starting a project is straightforward; simply enter the project name, include a description, choose a category, indicate the budget, set a deadline, attach necessary files, and assign roles to both team members and clients. Once this project invitation is dispatched, it triggers communication related to the project with clients and users. Furthermore, the platform allows for multitasking and handling milestones, allowing diverse teams to collaborate effortlessly across multiple assignments. This organized strategy positions your team to operate more harmoniously and productively, ultimately ensuring that timelines are adhered to and goals are realized. Enhanced collaboration not only leads to better outcomes but also cultivates a positive work environment, which can further motivate team members.

What is Milestones PM+?

Salesforce provides a versatile and integrated project management solution suitable for various industries. Recognizing that project management cannot adhere to a universal model, the Milestones PM+ app stands out as Salesforce's dedicated tool for this purpose. Available for free on AppExchange, Milestones PM+ is user-friendly for managing tasks and offers the adaptability needed for more intricate business initiatives. This project management system is beneficial for enterprises of any size, ensuring that both large corporations and small businesses find value. With readily available templates, organizations can streamline repetitive activities such as onboarding and coordinating meetings, ultimately saving time. Additionally, clients receive real-time updates regarding their orders and contracts, fostering improved communication. The app enables users to convert spontaneous planning and notes into well-structured, actionable projects. It also allows for the development of clearly defined frameworks and roadmaps for proposal presentations. Furthermore, the smart task assignment feature leverages an extensive Resource Finder, enhancing efficiency in project execution. Thus, Salesforce’s project management solution not only simplifies the planning process but also elevates collaboration and transparency across teams.

Media

Media

Integrations Supported

Salesforce
Salesforce Service Cloud

Integrations Supported

Salesforce
Salesforce Service Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Flowpot

Date Founded

2017

Company Location

India

Company Website

www.flowpot.com

Company Facts

Organization Name

Passage Technology

Date Founded

2008

Company Location

United States

Company Website

www.passagetechnology.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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