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

Creating a Project Template

Templates allow for quick project creation across your organization. Creating a template in Cloud Coach is simple, just follow the steps below!

Navigate to the project you would like to create a template of.
Click the gear icon on the top left of the page.
Check the Project Template checkbox.

Click Save.

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

Creating a Project Template

OTHER RESOURCES

COMPANY

How can I use My Day Pick Up?

Certification courses are restricted

Access to courses is restricted