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Tips & Tricks: Public Dashboards

Tips & Tricks: Public Dashboards

Learn about Public Dashboards in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great feature as well as some cool ways to customize the view. Take external collaboration to the next level with Public Dashboards.

Tips & Tricks: External Ownership & Completion

Tips & Tricks: External Ownership & Completion

Learn about External Ownership & Completion in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great new feature as well as some cool ways to customize the notifications. Take external collaboration to the next level with External Ownership & Completion.

March 2022 Release Now in Sandbox: Taking Collaboration to the Next Level

March 2022 Release Now in Sandbox: Taking Collaboration to the Next Level

Our March 2022 Release gives your external stakeholders more power and input. You can externally assign tasks to those outside your salesforce org and they also have the ability to complete those tasks so the project can run smoothly and stay on track. We have enhanced our Public Dashboard to give more context into project metrics as well as project notes and insights.