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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.
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.
Watch this on-demand Webinar about our enhanced feature: Public Dashboards. Want to give your stakeholders better visibility into your projects? Join our product experts for this webinar! We’ll cover strategies as well as tips & tricks for using Public Dashboards and give you a demo so you can see it all in action.
Assign your external stakeholders tasks within a project and allow them to externally complete those tasks so everyone can stay on the same page throughout the project lifecycle. To learn about this new feature, watch this webinar! We cover how to implement it and demo what it looks like once it’s all setup.
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.