Tapply

Taskfeed

4.5 / 5 18 reviews

Who Uses This Software?

B2B SaaS SMB and Enterprise companies with a high-touch customer onboarding process.


Average Ratings

18 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • Tapply
  • www.taskfeedapp.com/
  • Founded 2014
  • United Kingdom

About Taskfeed

Get your customers onboard faster. Easily and automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity type, or the products on your Opportunity. Adjust the plan in the rich drag-and-drop Gantt view. Set a baseline to track progress against a commitment. Then share the plan with the customer. Taskfeed is built and runs on the Salesforce platform.


Taskfeed Features

  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis
  • Collaboration
  • Database Creation
  • Document Creation
  • File Sharing
  • Notes Management
  • Office Suite
  • Presentation Tools
  • Project Management
  • Task Management
  • Team Chat
  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

Taskfeed Reviews Recently Reviewed!


Capterra-loader

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

Mar 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

Cons: I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.

Overall: Improved team collaboration when they actually use it!

Very easy to configure and get started with minimum training requirements

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Cons: Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.

Overall: Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.

It has helped us to streamline our business and make sure all tasks are front of mind

Mar 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

Cons: It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.

Taskfeed was the solution we were looking for and enables us to be much more efficient!

Mar 09, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.

Cons: It does tend to lag a little when saving and attachments can be a little glitchy, but neither of those are deal breakers

Taskfeed is a robust project management tool that allows our team and clients to succeed.

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Integrated with our Salesforce account to allow our team to work out of one platform.

Client-facing, real-time view of the project.

Ability to customize tasks, templates, and processes.

Taskfeed is responsive to requests (both service and product development).

Cons: Currently the client view is not able to be filtered, which can make identifying next steps or specific tasks challenging.

Overall: A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.

Great project management tool that integrates flawlessly with Salesforce!

Mar 12, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability to manage projects without getting lost

in cumbersome

Project plans. Allows you to effectively assign and track tasks

by vertical and die date.

Also provides a great read only interface to share with your clients.

Cons: Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

one of a good option to lessen spam emails

Jun 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: it helps the team be easily assigned based on their roles and also helps the management to track down the progress and easily collaborate with the team using its pre-built reports and dashboards. and you can easily change or update data without sending another spreadsheets.

Cons: when it comes to saving reports and uploading attachments, i sometimes experience a little delay when using taskfeed

Overall: user friendly and reduce work time interval

I have worked with taskfeedtask in about 1 year as a project manager.

Mar 09, 2018
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money

Pros: That it workes with salesforce. Also the drag on drop functions (when it works) how you can change users when you need to.

Cons: The systems load times. It is very slow. And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly. A log that monitors the changes i state and user would be really helpful to insure succes on the different projects.

Taskfeed is a well integrated tool within Salesforce that allows us to easily manage our projects.

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The integration with Salesforce

The fact that we can share a view only view of the project board

Can use standard Salesforce tools to manipulate data

Cons: Data structure is clunky, i.e. creating board types requires 2 entries

User interface is a bit slow and end up going directly to Salesforce objects

Capterra-loader

Great App That Also Accepts Feedback

Mar 11, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software can really help you improve the management of tasks. The team there is also very open to receiving feedback about things that need to be changed/customized (to make it even better)

This tool is user friendly!

Mar 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The drag and drop ability. I love how you can easily drag a task and move it to the appropriate place. Also, I love the flexibility of it to create your own board.

Capterra-loader

I was tasked with finding a project management tool built on Salesforce to replace Asana.

Mar 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The big draw, for us, is that Taskfeed is built on the Salesforce platform and we manage a number of project in Salesforce so not having to go to an external software or do double-entry of any kind was a massive improvement. Taskfeed has also allowed us to streamline our processes and ultimately make them more efficient.

Cons: Our team loves the software, but the lack of automatic time tracking for time spent on tasks is kind of a bummer; currently the person who the task is assigned to manually enters that.

Capterra-loader

Taskfeed is very intuitive - it has helped us more easily manage customer on-boarding.

Mar 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The visual layout is very helpful in being able to quickly understand where we are on any given project.

Overall: Uploading new preset task lists is a little cumbersome, but only in relation to all the other intuitive features of the software.

Good value project mgmt software

Mar 08, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love that it's native to salesforce, and we can keep all of our onboarding details in the same place as our other info. I also like the ability to create tasks from SF cases.

Cons: The UI is a bit outdated. We are still learning the best ways to use Taskfeed, so some of this might be user error, but it could definitely be simplified re data entry and visualization.

Overall: track projects by phase

Capterra-loader

Awesome software.

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Native to SF and customizable! Everyone has been really nice and helpful. Willing to help in various ways. Love it.

Cons: You need to have a licence for everyone to view the object, they need read-only internal users and that would make us very happy. Having to pay for a read-only licence is really silly.

Great Product

Mar 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use and functionality - great customer service from everyone at TaskFeed. The future of TaskFeed is bright!

Cons: Difficulty of setting up, requires lot of customer service intervention. I think that having more documentation and self-service would be great.

Easy to go through and edit

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The way you can edit quickly and easily find other work orders. Some of the taskfeed task have multiple task because of other reasons I am unsure of.

Cons: The fact that an opportunity and a task has to be done seperately in order to have the actual work order in the system.

Overall: The benefit of easily finding out of a new job in the system that is either approved or cancelled.

very good software

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team