About Taskfeed

When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.

Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.

Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

Key benefits of Taskfeed

DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS
Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.

PLANNING AND SCHEDULE WITH DEPENDENCIES
Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.

SHARE WITH YOUR CUSTOMER
Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

100% NATIVE
Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.

TASKFEED SOLUTIONS
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.

Devices

Business size

S M L

Markets

Australia, Canada, China, United Kingdom, India and 3 others, Japan, Mexico, United States

Supported Languages

English

Images

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Taskfeed video
Taskfeed video
Taskfeed screenshot: Taskfeed screenshot: Taskfeed screenshot:

Features

Total features of Taskfeed: 33

  • Agile Methodologies
  • CRM
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Customer Segmentation
  • Customizable Fields
  • Customizable Templates
  • Data Mapping
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Onboarding
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Workflow
  • Reporting/Project Tracking
  • Resource Management
  • Rules-Based Workflow
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Time & Expense Tracking
  • Traditional Methodologies

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Reviews

Overall rating

4,4 /5
(19)
Value for Money
4,5/5
Features
4,3/5
Ease of Use
4,3/5
Customer Support
4,7/5

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Showing 5 reviews of 19
Jeff S.
Overall rating
  • Industry: Computer Software
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great App That Also Accepts Feedback

Reviewed on 2018/03/11

Pros

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)

Simone W.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

This is a good option to reduce email noise for teams by pushing team collaboration to...

Reviewed on 2018/03/14

Improved team collaboration when they actually use it!

Improved team collaboration when they actually use it!

Pros

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.

Cons

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.

Rune J.
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I have worked with taskfeedtask in about 1 year as a project manager.

Reviewed on 2018/03/09

Pros

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

Cons

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.

Richard V.
Overall rating
  • Industry: Telecommunications
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very easy to configure and get started with minimum training requirements

Reviewed on 2018/03/08

Consistent project approach and reports on who are late in doing their tasks so this can be...

Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.

Pros

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.

Cons

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.

Anthony K.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

It has helped us to streamline our business and make sure all tasks are front of mind

Reviewed on 2018/03/15

Pros

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.

Cons

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.

Showing 5 reviews of 19 Read all reviews

Taskfeed FAQs

Below are some frequently asked questions for Taskfeed.

Taskfeed offers the following pricing plans:

  • Starting from: US$300,00/month
  • Pricing model: Subscription
  • Free Trial: Available

LAUNCH - 25 Full Users, 50 read-only users plus Unlimited External Viewers GROWTH - 50 Full Users, 250 read-only users plus Unlimited External Viewers ENTERPRISE - Contact [email protected] for a quote

We do not have any information about Taskfeed features

Taskfeed has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Taskfeed supports the following languages:

English

Taskfeed supports the following devices:

Taskfeed integrates with the following applications:

Salesforce Sales Cloud

Taskfeed offers the following support options:

Email/Help Desk

Related categories

See all software categories found for Taskfeed.