Milestone and Task Communication Templates


Benefits

  • Save time by sending out pre-formatted client communications at the completion or start of a milestone or task.
  • Ensure professional & timely communications that adhere to your project delivery or governance processes.
  • Simplify and connect third party work teams or systems.

Features

  • Click-button emails.
  • Create project email templates that reference any milestone or task fields.
  • Use any pre-existing Salesforce email template folder.

To get the Milestone and Task Communication Template solution for Milestones PM+, please upgrade your installation of Milestones PM+ Free Edition with the Milestones PM+ Premium Edition.