Checklist Project Creation

Checklists are a new project type supported in the Fall ’21 Cloud Coach release. Checklist projects consist of grouped checklist items that allow users to toggle completion as they go. Checklist items can be moved around within their groups and can also be moved between groups. Learning Objectives: Understand what a checklist project is

Waterfall Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this lesson you will learn the basics of creating Waterfall projects from scratch and creating projects using templates. Learning Objectives Create Waterfall Projects from scratch Create Waterfall Project using templates Manual Waterfall Project Creation Navigate

Automating Project Creation

Overview New Projects can be automatically created using a Process Builder. Only a Salesforce Administrator can create and activate the Process Builder, and it uses an invokable Apex class that comes with your Cloud Coach package. The automation can be triggered from any Standard or Custom Objects such as Opportunity, Case, or Ticket and can

Managing Water-Scrum-Fall Project Plans

This module will cover everything from different water-scrum-fall project views, adding phases, adding tasks, adding boards, and how to remove phases and tasks. Learning Objectives Understand the functionality of each view within the water-scrum-fall model. How to create a normal task and a kanban task. How to transfer cards across different kanban boards. Water-scrum-fall Timelines

Managing Waterfall Project Plans

This module will cover everything you may need to know about your waterfall project. It will cover the different waterfall project views, how to add phases, add tasks and how to remove phases and tasks. Learning Objectives Understand the functionality of each view within the Waterfall model. Users should be able to filter and sort

Creating a Project Overview

This module is going to give you a basic overview of the project creation wizard. It will cover the different ways you can navigate to get into the Project Creation Wizard and even how to create project templates! Let’s begin! Learning Objectives Users should be able to navigate to the project creation wizard. Users should

Water-Scrum-Fall Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this trail you will learn the basics of creating Water-scrum-fall projects from scratch, creating projects using templates, and how to create Water-scrum-fall project templates. Learning Objectives Create a Water-scrum-fall project using templates Create a Water-scrum-fall project

Kanban Project Creation

Now that we know how to navigate to the project creation wizard, now it’s time to create projects! In this trail you will learn the basics of creating Kanban projects from scratch, creating projects using templates, and even how to create a project template. Learning Objectives Ability to use managed board processes Ability to create