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User Guide

Welcome to the TeamBoard User Guide. This guide aims to provide you with all the information you need to effectively use TeamBoard for project management within your Salesforce environment.

Overview Page
Creating Workboards and Folders in Work Zone
Managing Favorites in Workzone
Managing Projects in WorkBoard
Manage Portfolio
Time Tracking & Timesheets
Vacation Approval Workflow (Coming Soon)
Report
App Settings
Managing Teams
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