--- title: TeamBoard - Work Management & Project Management for Salesforce Reviews meta_title: 'TeamBoard - Work Management & Project Management for Salesforce Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how TeamBoard - Work Management & Project Management for Salesforce works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 5 scale: '5' date_modified: '2026-07-17' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # TeamBoard - Work Management & Project Management for Salesforce Reviews **Vendor:** Teamboard **Category:** [Project Management Software](https://www.g2.com/categories/project-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 5 ## About TeamBoard - Work Management & Project Management for Salesforce All-in-One solution for project and resource management for Salesforce. With Teamboard Resource planning, users can visualize and manage their team’s work efficiently. Simplify your planning with TeamBoard’s intuitive drag-and-drop functionality. View your team’s capacity scheme and manage workloads precisely. ## TeamBoard - Work Management & Project Management for Salesforce Pros & Cons **What users like:** - Users value the **seamless automation** of TeamBoard with Salesforce, simplifying project management without external tools. (1 reviews) - Users value the **ease of use** and implementation of TeamBoard for their daily work and project management needs. (1 reviews) - Users enjoy the **user-friendly tools** of TeamBoard, simplifying project tracking directly within Salesforce. (1 reviews) - Users enjoy the **easy collaboration** of TeamBoard, facilitating effective team communication and job scheduling. (1 reviews) - Users value the **easy integration** of TeamBoard with Salesforce, enhancing project management without external tool dependencies. (1 reviews) - Users praise the **easy setup** of TeamBoard, enabling quick implementation and frequent usage without hassle. (1 reviews) - Easy Tracking (1 reviews) - Helpful (1 reviews) - Intuitive (1 reviews) - Project Management (1 reviews) **What users dislike:** - Users find that the **app performance can be slow** when loading reports, impacting usability and efficiency. (1 reviews) - Users find the **learning curve steep** due to technical requirements and slow performance with large datasets. (1 reviews) - Users find the **limited customization** options challenging, especially for those less technically inclined during onboarding. (1 reviews) - Users desire more **flexibility in features** for creating scenarios related to schedule slip and float management. (1 reviews) - Users experience **slow loading** times for reports with large datasets, impacting efficiency and overall satisfaction. (1 reviews) - User Experience (1 reviews) ## TeamBoard - Work Management & Project Management for Salesforce Reviews ### 1. Seamless Salesforce Integration with Intuitive Project Tracking, but UI Needs Modernization **Rating:** 3.5/5.0 stars **Reviewed by:** Jason A. | Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about TeamBoard - Work Management & Project Management for Salesforce?** Teamboard integrates smoothly with Salesforce, removing the need for separate project management tools. Its visual boards, Gantt charts, and resource planning features are user-friendly and make tracking project progress within Salesforce objects much simpler. The ability to create flexible project templates and link them directly to opportunities or accounts saves a significant amount of time. I also appreciate that all project data remains within Salesforce, so there are no syncing problems or reliance on external systems. **What do you dislike about TeamBoard - Work Management & Project Management for Salesforce?** The user interface is functional, but in certain views, it could benefit from a more modern design. Some settings and customization options require a level of admin expertise with Salesforce, which may make onboarding slower for users who are less technically inclined. Additionally, some reports can be slow to load when handling large datasets, and mobile responsiveness could still be improved. **What problems is TeamBoard - Work Management & Project Management for Salesforce solving and how is that benefiting you?** Before we started using Teamboard, handling project timelines and resource allocation within Salesforce was quite challenging. Now, our project team is able to plan, assign tasks, and monitor progress all within the same platform that our sales and service teams use. This change has led to better visibility, increased accountability, and stronger collaboration between departments. Additionally, it has made reporting and milestone tracking for management reviews much more straightforward. ### 2. Ease to use **Rating:** 3.0/5.0 stars **Reviewed by:** Travette F. | Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about TeamBoard - Work Management & Project Management for Salesforce?** a different type of platform to meet and not be overwhelmed with the normal teams **What do you dislike about TeamBoard - Work Management & Project Management for Salesforce?** everything was perfect all users were able to participate with the meeting **What problems is TeamBoard - Work Management & Project Management for Salesforce solving and how is that benefiting you?** a differnt platform to meet with all team members ### 3. Fantastic for keeping everyone informed of projects, etc. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about TeamBoard - Work Management & Project Management for Salesforce?** It is most helpful to share information with the team to know what we have coming up and where we have open time to schedule jobs **What do you dislike about TeamBoard - Work Management & Project Management for Salesforce?** Honestly there is nothing we don't like about it. **What problems is TeamBoard - Work Management & Project Management for Salesforce solving and how is that benefiting you?** We now do not overbook or double book our time. ### 4. Project Management made easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2024 **What do you like best about TeamBoard - Work Management & Project Management for Salesforce?** Ease of use, ease of implementation and frequency of use. **What do you dislike about TeamBoard - Work Management & Project Management for Salesforce?** Needs some flexibility for creating various scenarios for schedule slip and float. **What problems is TeamBoard - Work Management & Project Management for Salesforce solving and how is that benefiting you?** TeamBoard-work management and project management for salesforce is making it easier to tract the progress on projects. ### 5. Team Board Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2024 **What do you like best about TeamBoard - Work Management & Project Management for Salesforce?** Integration with Salesforce: Seamless integration with Salesforce ensures that all project management activities are aligned with the CRM data, providing a unified platform for both sales and project management teams. **What do you dislike about TeamBoard - Work Management & Project Management for Salesforce?** Maybe the user interface can be changed because it's not that good **What problems is TeamBoard - Work Management & Project Management for Salesforce solving and how is that benefiting you?** It helps me to track timeline and deadline of project which helps in project management - [View TeamBoard - Work Management & Project Management for Salesforce pricing details and edition comparison](https://www.g2.com/products/teamboard-work-management-project-management-for-salesforce/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-05+21%3A45%3A51+-0500&secure%5Bsession_id%5D=ca923570-6b61-4d94-b72d-1bcab03dfafd&secure%5Btoken%5D=e9519adfa56b08bad534c77ddd6f5be13fa90539a230a88cb30c46f5c134acd8&format=llm_user) ## TeamBoard - Work Management & Project Management for Salesforce Features **** - Data Import/Export - Estimating - Timer - Multi-Currency - Customizable Reports - Alerts/Notifications - Reporting/Analytics - Real-Time Updates - Projections - Customizable Fields - Approval Process Control - Mobile App - Generative AI - Activity Dashboard - Billing & Invoicing - Budgeting/Forecasting - Resource Allocation & Planning - Access Controls/Permissions - Real-Time Notifications - AI Copilot - Summary Reports - Reporting & Statistics - Real-Time Data - Automatic Time Capture - Overtime Calculation - Clock In/Out - Productivity Analysis - Multi-Language - Employee Scheduling - Employee Database - Billable & Non-Billable Hours - Usage Tracking/Analytics **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management - Reimbursement Management - Task Progress Tracking **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards - Activity Dashboard **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - File Transfer **** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Mobile Time Tracking** - Time Tracking - Expense Tracking - Progress Tracking - Activity Tracking - Time Tracking by Client - Project Tracking - Billable Items Tracking - Attendance Tracking - Vacation/Leave Tracking - Project Time Tracking - Leave Tracking - Budget Tracking - Online Time Tracking - Offline Time Tracking - Location Tracking **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration ## Top TeamBoard - Work Management & Project Management for Salesforce Alternatives - 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