Concepts of TeamBoard for Salesforce
TeamBoard for Salesforce (TBSF) is a work management platform that runs on Salesforce and is designed to help teams across all industries manage their work more efficiently. Here’s what TBSF offers:
Task/Requirements Management: You can organize tasks using task tables to manage requirements effectively.
Resource Planning: The TBSF Resource Scheduler helps you plan tasks for team members or project resources.
Project Management: Use tools like Gantt charts for scheduling, Kanban boards for task visualization, and resource scheduling to manage your projects.
Program & Portfolio Management: This feature helps you oversee multiple projects and programs within your organization.
Time Tracking & Timesheets Approval Workflow: Keep track of work hours and streamline the approval process for timesheets.
Vacation Approval Workflow: Manage and approve vacation requests within your team.
Reports: Generate various reports to monitor and analyze project performance and resource utilization.
Word Board: Known as the core of TBSF, the Work Board is where you create and plan Work Items.
WorkZone: is a central place for all Word Board, the board can be arranged in Folder
Folder: is a directory to group Workboards
Work Item: The object introduced by TBSF to track and plan work. SF admin also can configure the app to plan other objects depending on unique business usage
Sub-item: It is certainly a work item but it has a lower level. Each work item can contain many sub-items. Meanwhile, a sub-item can change the parent and able to convert itself to a work item. NOTE: Work item is not supported at a lower level than sub-item.
Portfolio: is a collection of Work boards, it is useful when portfolio managers want to manage multiple boards, each board is organized as a project.
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