Taskfeed

Taskfeed, also presented as Precursive, is a project platform that runs natively inside Salesforce. It supports customer success and professional services teams that deliver client projects.

What Taskfeed offers

• Project management — planning and tracking of client engagements within Salesforce.
• Resource management — shows team availability and capacity as plans change, and helps match people to projects.
• Task management and collaboration — shared task lists that customers can take part in.
• Professional services automation — project accounting, utilisation reporting and revenue recognition.
• Reporting — services delivery reports built on Salesforce data.

Who it works with

Services delivery teams, including remote ones, that handle many engagements at once and want repeatable delivery.

Key facts

• Platform: Salesforce
• Product name: Precursive