Salesforce Project Creation Button

Create Projects from any Salesforce record with Task Management App Milestones PM+

The easy way to instantly create projects in Salesforce!

100% Salesforce-native, Milestones PM+ “New Project” buttons can be used on Opportunity, Case, Account, Contract – any object, standard and custom.

• Activate a Flow for automatic project creation.
• Create projects from new and existing templates.
• Create projects from scratch right on the record.
• Save time with auto-populating related fields.

Some functionality including processes require additional setup, covered with Milestones PM+ Starter Packs.