Organize Your Projects Visually
Simple Drag and Drop Card Design
Whether you’re onboarding a new customer, planning an event, or developing new features for your product, Productivity Fox project boards provide an easy-to-use, visual project management system for your entire team. Productivity Fox is powered by the Salesforce App Cloud which makes it simple to integrate with your existing sales and support processes.
Easily Organize Projects
See what’s outstanding at a glance
Not every project needs a Gantt Chart and resource allocation tools. Productivity Boards give you an intuitive, simple tool for tracking your daily projects.
- Create columns and labels that make sense for your workflow
- Assign work to the team
- Update task status
Track Every Detail
Easy to use collaboration tools
Whether you need to take a quick glance for a status update, or a deep dive into any one action, Productivity Boards provide you the details when you need them.
- Use Chatter to discuss any item on the board
- Add checklists, due dates, and labels
- Drag and drop cards to provide status updates
Repeat the Project
Not the project management
Doing the same types of tasks over and over again, like tradeshows or new customer integrations? Auto-create your boards with all of the standard tasks pre-populated to make sure you don’t miss a step.
- Use Salesforce Workflows to create boards based on your templates
- Update your template to ensure all future projects have the same action items
- Consistent processes keep the whole team on the same page
Link team members and campaigns
Add team members to your board to keep track of who’s working on what. Connect your boards to campaigns and accounts to report on action items and status updates. You can even create meetings from your boards to bring everyone together.
- Drag and drop to assign tasks to team members
- Create and track related meetings
- Associate your boards to Salesforce campaigns and accounts