Salesforce Task Management

Smart project and task management

Prioritizing, delegating, and reporting on your projects just got easier. Track and manage team activities in PSOhub with task boards.  

salesforce task management
Task Management by PSOhub.
Discover in one fact sheet what PSOhub can do for your organization

Task Management for Salesforce features

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Task creation

Keep projects on track by breaking down tasks in PSOhub. Assign, prioritize, and track progress—all in one place for a seamless team workflow.

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Team collaboration

Distributed teams stay productive with online task management in PSOhub. Improve team collaboration by sharing files, comments, and progress in one integrated tool.

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Project templates

Project managers can set up projects in no time by using out-of-the-box task board templates or creating new task board templates from your most successful projects

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Project planning

Prioritize tasks and create a project schedule using the Gantt chart. Share these visual timelines with clients to keep everyone on track.

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Resource management

Gain a clear, accurate view of each team member's workload to manage resources effectively, balance responsibilities, and assign tasks with greater efficiency.

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Milestone billing

With PSOhub's integrated project management and billing tools, you can set up project milestones - whether one-off or recurring - that automatically trigger an invoice.

More reasons to love PSOhub

salesforce task management

Manage projects in organized task list

Planning activities and tracking progress to a project's completion can seem cumbersome. But breaking down your project into organized tasks lists enables teams to properly manage their workload and get stuff done faster. 

Learn more: What is Project Management, really >

salesforce task management

Stay agile with Kanban boards and task views

Visualize your project with easy-to-use task boards in PSOhub. Cards represent tasks and customized columns can track a project's progress, allowing teams to successfully plan and execute projects in one seamless experience.

salesforce task management

Improve multitasking and team collaboration

Working together can be a real challenge, especially when multiple team members are working on multiple projects. A task management tool can significantly improve team collaboration

salesforce task management

Track time efficiently and automate invoices

PSOhub takes care of the messiness of tracking time by enabling users to automatically track time on tasks which can then trigger the invoicing process - so nothing, not even time, can slip through the cracks.

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Improve resource planning accuracy

Maximize efficiency with a team availability dashboard and by allocating your resources accordingly. Predictable growth is finally within reach since you'll always be in control of your workforce.

Learn more: How to Forecast Profitability Accurately with Resource Planning →

PSOhub insights. Perfect for your coffee break. 

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