Cloud Coach Admin Tab – Enterprise & Ultimate

Cloud Coach Admin allows Salesforce Administrators and Cloud Coach Users to adjust specific Cloud Coach settings. The admin section allows users to create and edit existing Board Processes to use in their Kanban projects and define color tag labels within their project tasks and cards. If you are a Salesforce Administrator this view also allows

Milestones

Milestones in Cloud Coach give project managers a way to zoom out from the day-to-day task management on a project to see the larger pieces of work that are being completed. For example, an onboarding project plan that has a couple of phases for Project Kickoff and Requirements Gathering could be rolled into a single