My Day

Finding Assigned Salesforce Tasks

Finding Assigned Cases

Finding Assigned Cards

Finding Assigned Tasks
Resourcing

Creating a Resource Matrix

Using Quick Assign Resourcing from the Resourcing Panel

Using Quick Assign Resourcing from the Side Panel
Cloud Coach Tasks

Updating Task Completion Percentage in My Day

Editing Tasks in My Day

Editing Tasks on the Project App

Marking Tasks as Complete on a Project

Deleting Tasks on a Project

Adding Tasks to a Project
Cloud Coach Customization

Associating Color Tags with a Project

Associating Color Tags with a Kanban Board

Creating Custom Color Tags

Creating Custom Board Processes

Adding Custom Fields

Adding Cloud Coach as a Related List
Projects Overview

Automating Project Creation

Deleting a Project

Setting Projects as Favorites

Editing Project Details

Creating a Project Template

Using the Project Creation Wizard to Create a Project

Create Projects

Adding Cloud Coach as a Related List

1. Navigate to the Salesforce Setup page.
2. Use the object manager to find the object you would like to add to the Project related list.
3. Click Page Layouts.
  1. Select the Page Layout you would like adjusted.
4. Click on the related list option in the top section of page layout.
  1. Search for “Project”.
5. Drag and drop the Project related list into the related list section.
  1. Use the gear icon to adjust the fields displayed within the related list if desired.
6. Repeat the steps above until you have added related lists to all of the desired page layouts and objects.

Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success.

OTHER RESOURCES

Cloud Coach website

Project on Salesforce website

Project Success Blog

Cloud Coach Demo Videos

COMPANY

Contact Cloud Coach

Adding Cloud Coach as a Related List

OTHER RESOURCES

COMPANY

How can I use My Day Pick Up?

Certification courses are restricted

Access to courses is restricted