Detailed Review of Task Manager Salesforce App

Samurai reviewing tasks on Salesforce Task Manager app

Task Manager app is reviewed and found to provide a nice task view but to have limited overall usefulness.

Task Manager Summary Findings

First of all, Task Manager by Algoworks is not a full Salesforce project management app. It is actually simply a tab with a custom view of standard Salesforce tasks. Therefore, I did not perform my usual scoring against the 200+ project management software requirements. I consider this a specialty tool which you could install for free to complement your Salesforce project management solution.

Task Manager provides a nice task view and some convenient filters. However, you probably don’t need it if you’ve installed a full-fledge Salesforce project management app. Secondly, since Task Manager only shows Salesforce tasks you could only use it with Salesforce project management apps which synch their tasks with Salesforce tasks.

Task Manager Pricing

Task Manager is free.

Task Manager Scoring Methodology

I didn’t use my standard scoring methodology where I score the app against 200+ project management software requirements. Instead, I loaded Task Manager into a sandbox environment, reviewed its documentation and have summarized my findings in this post.

Here are some links to help you research the app:

Schedule Management

Task Manager can only be used for project management if your scheduling tool synchs its tasks with standard Salesforce tasks. This is because Task Manager only displays standard Salesforce tasks.

Task Manager has the following pieces of functionality: main feature is that it has a stoplight based on the status of the active tasks: red for overdue, yellow with upcoming tasks, and green for future tasks. It also allows you to filter the tasks based upon the stoplight color. You can also search the tasks by name. Finally, you can filter the tasks based upon: ‘All Active Tasks’, ‘Delegated Tasks’ or ‘Tasks without Due Date’.

  • A stoplight based on the status of the active tasks: red for overdue, yellow with upcoming tasks, and green for future tasks
  • Ability to filter the tasks based upon the stoplight color
  • Ability to search the tasks by name
  • Ability to filter the tasks based upon: ‘All Active Tasks’, ‘Delegated Tasks’ or ‘Tasks without Due Date’
Task Manager by Algoworks screenshot

In Conclusion

If you really like the formatting of the Task Manager task view, then by all means, download this free tool. However, most Salesforce project management apps are going to have similar functionality so installing Task Manager won’t be necessary.

Regards,

Brian

Additional References

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