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

How to Navigate to Cloud Coach

Now that you (or your Salesforce Admin) have installed Cloud Coach and assigned the correct permission sets and licenses, you are ready to start. This is a quick lesson going over the ways you can navigate to the Cloud Coach app in Salesforce Lightning and Salesforce Classic. Learning Objectives Find the Cloud Coach app

Adding Projects to Related Lists

Cloud Coach makes use of Field Sets, allowing each org to customize what data is shown and where. Field Sets allow for different combinations of Fields to be displayed and can be both Managed and Custom Fields on the Managed Objects. They’re easy to edit and do not require custom coding knowledge to use

Cross Project View

The Cross Project View gives users the ability to see how multiple related or unrelated projects are progressing. This is a powerful tool for project owners that are running multiple projects or for executives who would like a quick glance at how specific projects are performing. Within the Cross Project View you have the Overview

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 Kanban Project Plans

This module will cover different kanban project views, adding cards, adding board members, and how to remove cards. Learning Objectives Understand the functionality of the Kanban timeline view Users should be able to filter and sort their cards within a variety of ways Users should be able to add and remove cards and card members

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

Timeline Terminology Overview

The best way to understand how to manage your tasks and timelines is to define the terminology. Learning Objectives Understand Cloud Coach’s terminology Definining Timeline Terminologies Below we will define some common terminology you will see and use within Cloud Coach and within these training documents. Click here if you would like to view object

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