Project Management V2 Overview
The Project Management V2 page serves as the central home screen for each project, providing a consolidated view of its key components and progress.
How to Access the Project Management V2:
Create a Project from the Projects tab in Salesforce.
Navigate to the Project Management V2 tab.
Select the project you just created to view the following options:
Key Sections in the Project Management V2b:
My To Dos
Displays the list of tasks specifically assigned to you.To Dos List
Shows all tasks assigned to various users across your organization.Schedule
Used to create new tasks and assign them to users. This helps in planning and tracking project timelines.Kanban Card
Presents all tasks associated with the project in a visual board format. Tasks are grouped and displayed according to their current status (e.g., In Progress, Testing, Done), along with user assignments.Chat
A space for real-time updates and communication. Team members can share task progress, discuss blockers, and stay informed about the overall project status.