Precursive OBX Reviews

I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.

I love that it's native to salesforce, and we can keep all of our onboarding details in the same place as our other info. I also like the ability to create tasks from SF cases.

The UI is a bit outdated. We are still learning the best ways to use Taskfeed, so some of this might be user error, but it could definitely be simplified re data entry and visualization.

it helps the team be easily assigned based on their roles and also helps the management to track down the progress and easily collaborate with the team using its pre-built reports and dashboards. and you can easily change or update data without sending another spreadsheets.

when it comes to saving reports and uploading attachments, i sometimes experience a little delay when using taskfeed

The integration with Salesforce
The fact that we can share a view only view of the project board
Can use standard Salesforce tools to manipulate data

Data structure is clunky, i.e. creating board types requires 2 entries
User interface is a bit slow and end up going directly to Salesforce objects

Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.

This software can really help you improve the management of tasks. The team there is also very open to receiving feedback about things that need to be changed/customized (to make it even better)

The big draw, for us, is that Taskfeed is built on the Salesforce platform and we manage a number of project in Salesforce so not having to go to an external software or do double-entry of any kind was a massive improvement. Taskfeed has also allowed us to streamline our processes and ultimately make them more efficient.

Our team loves the software, but the lack of automatic time tracking for time spent on tasks is kind of a bummer; currently the person who the task is assigned to manually enters that.

The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.

It does tend to lag a little when saving and attachments can be a little glitchy, but neither of those are deal breakers

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.

The visual layout is very helpful in being able to quickly understand where we are on any given project.

Native to SF and customizable! Everyone has been really nice and helpful. Willing to help in various ways. Love it.

You need to have a licence for everyone to view the object, they need read-only internal users and that would make us very happy. Having to pay for a read-only licence is really silly.

The ability to manage projects without getting lost
in cumbersome
Project plans. Allows you to effectively assign and track tasks
by vertical and die date.
Also provides a great read only interface to share with your clients.

Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

Ease of use and functionality - great customer service from everyone at TaskFeed. The future of TaskFeed is bright!

Difficulty of setting up, requires lot of customer service intervention. I think that having more documentation and self-service would be great.

That it workes with salesforce. Also the drag on drop functions (when it works) how you can change users when you need to.

The systems load times. It is very slow. And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly. A log that monitors the changes i state and user would be really helpful to insure succes on the different projects.

The drag and drop ability. I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.

It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team

The way you can edit quickly and easily find other work orders. Some of the taskfeed task have multiple task because of other reasons I am unsure of.

The fact that an opportunity and a task has to be done seperately in order to have the actual work order in the system.