Task Management

User: "Kelly Hook"
Thought Leader
Updated by Heather Wendt

Hi everyone!
I'm curious what you're using for onboarding task management with your teams? I'm managing a few onboarding architects who have a lot of tasks to do during onboarding to get a customer ready. I made a mistake trying to use Zendesk for task management and realize we need a better solution. 

I have used Trello and Teamwork in the past for tasks but they're not my preference for this. I'm considering using Salesforce since we do account management there. Any tools/processes you recommend for a scrappy startup? Would like to automatically generate tasks and have analytics capabilities. Currently, the team spends time in Salesforce, Pendo, Zendesk, Airtable, Confluence, Google drive, Jira, our UI and admin backend, and Tableau (I'm hoping to continue streamlining rather than add more things they have to go between)

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