Migrate your TeamBoard - Work Management & Project Management for Salesforce data
Salesforce-native work management layer that adds Gantt charts, Kanban boards, resource scheduling, and timesheets inside the CRM. Teams already on Salesforce adopt it to keep project work from fragmenting across a second tool.
In its favor
Why people choose TeamBoard - Work Management & Project Management for Salesforce
The signal that keeps TeamBoard - Work Management & Project Management for Salesforce on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Teams already invested in Salesforce prefer keeping project data inside the CRM rather than adopting a separate PM tool and managing another login.
The drag-and-drop interface for scheduling tasks on a Gantt chart or Kanban board requires minimal training compared to native Salesforce configuration.
The Freemium tier offers up to 5 projects at no cost, allowing teams to validate the tool before committing a per-user budget.
Built-in time tracking and timesheet approval workflows reduce the need for third-party integrations or manual spreadsheet tracking.
SOC 2 Type II certification and Google Cloud infrastructure satisfy IT security requirements that would block lesser-rated tools.
Users report data inaccuracy in TeamBoard for Monday.com reviews, where task assignments and timelines diverge from what was entered.
Upgraded plans are perceived as expensive relative to the features provided, especially when comparing to standalone PM tools with broader functionality.
Random task ID generation with no sequential or relation-based structure makes it difficult to reference tasks in external reporting or exports.
The Freemium plan cap of 5 projects forces teams to upgrade or split data across multiple workspaces once they exceed the limit.
Salesforce's frequent platform updates occasionally break existing TeamBoard workflows, requiring admins to reconfigure integrations.
Reasons to switch
Why people leave TeamBoard - Work Management & Project Management for Salesforce
The recurring reasons buyers give for replacing TeamBoard - Work Management & Project Management for Salesforce. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where TeamBoard - Work Management & Project Management for Salesforce fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
TeamBoard - Work Management & Project Management for Salesforce pricing overview
TeamBoard for Salesforce follows a per-user monthly model at $19 for Premium, with a free tier capped at 5 projects. The Freemium plan serves as a trial and is not intended for production use beyond the project limit. No annual discount or enterprise tier is publicly listed; organizations requiring volume pricing must contact TeamBoard directly.
Freemium
Tier 1 of 2
Free
What's included
Need help selecting your Project Management?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on TeamBoard - Work Management & Project Management for Salesforce's schedule — see our quote-based pricing →
What gets migrated
TeamBoard - Work Management & Project Management for Salesforce object support
Object-by-object support for TeamBoard - Work Management & Project Management for Salesforce migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects are the primary organizational container in TeamBoard. They map to Salesforce custom objects with a defined schema that includes start dates, end dates, status, and portfolio associations. We extract them as the top-level unit and preserve all standard fields during migration.
Tasks/Requirements
Fully supportedTasks are stored as child records under Projects and support task tables, subtasks, assignees, and status fields. We map them 1:1 to the destination PM tool's task object, preserving the parent-child hierarchy and assignee references.
Work Boards
Fully supportedThe Work Board is TeamBoard's core UI concept for organizing tasks visually via Kanban columns or board views. It is stored as a configuration object referencing a set of tasks. We preserve the board layout and column definitions as metadata alongside the task data.
Resources
Mapping requiredResources represent team members or equipment assigned to tasks. The assignment links a user record to a task with allocation percentage and dates. Mapping to a destination tool requires matching Salesforce User IDs to the target system's user records.
Time Tracking entries
Fully supportedTime entries are logged against tasks and stored as records with hours, dates, and user references. We export them as line items, preserving the task association and the logged date for accurate historical records.
Timesheets
Fully supportedTimesheets aggregate time entries into weekly or period-based views and include an approval workflow. We export the timesheet records with their approval status so the destination system can reflect the same workflow state or reset approvals as needed.
Portfolio records
Fully supportedPortfolios group multiple projects for oversight and reporting. The portfolio-to-project linkage is stored in a junction object. We preserve these associations so the destination reflects the same organizational hierarchy.
Custom Fields
Mapping requiredTeamBoard extends Salesforce objects with custom fields for task properties, project metadata, and resource attributes. We perform field-level discovery to map each custom field to the destination schema, flagging any fields with no equivalent as candidates for custom property migration.
Reports
Mapping requiredReports in TeamBoard are configured against Salesforce objects and include project health, resource utilization, and schedule adherence views. Since report definitions are not easily portable, we export the underlying data so equivalent reports can be rebuilt in the destination system.
Vacation/Calendar entries
Mapping requiredThe vacation approval workflow creates calendar entries and approval records linked to resources. We extract these as part of the resource allocation data and map them to the destination system's calendar or absence management feature.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects are the primary organizational container in TeamBoard. They map to Salesforce custom objects with a defined schema that includes start dates, end dates, status, and portfolio associations. We extract them as the top-level unit and preserve all standard fields during migration. |
| Tasks/Requirements | Fully supported | Tasks are stored as child records under Projects and support task tables, subtasks, assignees, and status fields. We map them 1:1 to the destination PM tool's task object, preserving the parent-child hierarchy and assignee references. |
| Work Boards | Fully supported | The Work Board is TeamBoard's core UI concept for organizing tasks visually via Kanban columns or board views. It is stored as a configuration object referencing a set of tasks. We preserve the board layout and column definitions as metadata alongside the task data. |
| Resources | Mapping required | Resources represent team members or equipment assigned to tasks. The assignment links a user record to a task with allocation percentage and dates. Mapping to a destination tool requires matching Salesforce User IDs to the target system's user records. |
| Time Tracking entries | Fully supported | Time entries are logged against tasks and stored as records with hours, dates, and user references. We export them as line items, preserving the task association and the logged date for accurate historical records. |
| Timesheets | Fully supported | Timesheets aggregate time entries into weekly or period-based views and include an approval workflow. We export the timesheet records with their approval status so the destination system can reflect the same workflow state or reset approvals as needed. |
| Portfolio records | Fully supported | Portfolios group multiple projects for oversight and reporting. The portfolio-to-project linkage is stored in a junction object. We preserve these associations so the destination reflects the same organizational hierarchy. |
| Custom Fields | Mapping required | TeamBoard extends Salesforce objects with custom fields for task properties, project metadata, and resource attributes. We perform field-level discovery to map each custom field to the destination schema, flagging any fields with no equivalent as candidates for custom property migration. |
| Reports | Mapping required | Reports in TeamBoard are configured against Salesforce objects and include project health, resource utilization, and schedule adherence views. Since report definitions are not easily portable, we export the underlying data so equivalent reports can be rebuilt in the destination system. |
| Vacation/Calendar entries | Mapping required | The vacation approval workflow creates calendar entries and approval records linked to resources. We extract these as part of the resource allocation data and map them to the destination system's calendar or absence management feature. |
Gotchas
What to watch for in TeamBoard - Work Management & Project Management for Salesforce migrations
Issues we've hit on past TeamBoard - Work Management & Project Management for Salesforce migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Freemium project cap limits migration scope
TeamBoard custom objects require schema discovery
Salesforce API quota governs migration throughput
Approval workflow state resets on migration
Report definitions are not portable
| Severity | Issue |
|---|---|
| High | Freemium project cap limits migration scope |
| High | TeamBoard custom objects require schema discovery |
| Medium | Salesforce API quota governs migration throughput |
| Medium | Approval workflow state resets on migration |
| Low | Report definitions are not portable |
Leaving TeamBoard - Work Management & Project Management for Salesforce?
Where TeamBoard - Work Management & Project Management for Salesforce customers move next
5 destinations TeamBoard - Work Management & Project Management for Salesforce can migrate to.
How a TeamBoard - Work Management & Project Management for Salesforce migration works
Four steps, TeamBoard - Work Management & Project Management for Salesforce-specific
Connect
OAuth 2.0 (Salesforce connected app) into TeamBoard - Work Management & Project Management for Salesforce. Scopes limited to read-only on the data we move.
Map
We translate TeamBoard - Work Management & Project Management for Salesforce-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate TeamBoard - Work Management & Project Management for Salesforce quirks before production.
Migrate
Full migration with TeamBoard - Work Management & Project Management for Salesforce rate-limit handling. Rollback available throughout.
FAQ
TeamBoard - Work Management & Project Management for Salesforce migration FAQ
Answers to the questions buyers ask most during TeamBoard - Work Management & Project Management for Salesforce migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your TeamBoard - Work Management & Project Management for Salesforce migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationOther project management tools we support
Ready when you are
Migrate TeamBoard - Work Management & Project Management for Salesforce.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your TeamBoard - Work Management & Project Management for Salesforce setup and destination — written quote back within a business day.