Salesforce Project Management Free Features

Create Free Salesforce Projects Your Way

One of the only free and top-rated AppExchange project management apps, Milestones PM+ offers different ways to create Salesforce projects for free.

Easily Import Project Data

Importing project data into Salesforce is super easy with Milestones PM+ Free Edition. Migrate projects from Milestones PM already in Salesforce, data exported from Microsoft Project or other app, and any external locally-saved CSV or XML file. Once in Salesforce, create reports from completed projects and save past frameworks for templates to reuse across Salesforce, such as workflows and other process automation.

Reusable Project Templates

Milestones PM+ Free Edition lets you reuse Project templates your way: by record type (internal, external), category (industry, location), purpose (onboarding, event planning) – any Project outline that’ll be used more than once can easily be imported/exported and used across Salesforce for workflows or manual creation.

Create Projects from anywhere in Salesforce

Easily create projects from Opportunities, Accounts, Contacts, or any Salesforce object with Milestones PM+. After your admin sets up the one-time Process Builder, trigger, or Visualforce page, you and your users are on your way to create Projects anywhere in Salesforce.

Learn more: Project Creation Button. Milestones PM+ Starter Packs.

Manage Projects Your Way

However much or little information you need from project data in Salesforce, Milestones PM+ is customizable for your solution.

Simple project management in Salesforce can focus primarily on reaching completion – what’s the status? are we behind? – or ensuring no missed steps, a no-nonsense approach with a vision that projects are started to become finished and the burden of details along the way are less necessary.

Milestones PM+ combined with Salesforce-native capabilities makes a powerful duo for simple project management. Kanban Boards allow instant updates and at-a-glance progress of Projects without the noise, saving time by getting you the data you want to know.

Milestones PM+ is flexible enough for the most intricate of project management systems.

• Dependencies – parent/child, predecessor/successor, sub-Tasks and sub-Milestones, approval processes
• Date/time requirements – set durations, weekend considerations, date shifting
• Scheduled or budgeted plans versus actuals – start and finish dates, effort/hours, spend/expenses
• Risk documentation – obstacles predetermined to possibly occur and how to handle them
• Issue logs – obstacles unexpectedly encountered, why they occurred, and how they were handled
• Portfolios and Programs – larger-scale endeavours featuring multiple related Projects
• Project Status reports – complete calculations based on Tasks/Milestones progress

To-Do list

Minimalistic by design, quickly note all necessary steps and optional considerations in the To-do List as an alternative to Chatter, separating from communication and allowing others to easily view Task progress.

Project management for Salesforce mobile app on Android and iOS

Milestones PM+ is mobile-ready! Whether you're utilizing Milestones PM+ for employee or customer onboarding, launching a new product, or tracking time on a project, you're able to do it all with ease on any mobile device.

Salesforce.com/mobile