--- title: Milestones PM+ Use Case Library | Passage Technology | Passage Technology description: Case studies, how-tos for free Salesforce project management app Milestones PM+ from trusted partner Passage Technology --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) ### Subscribe ### Tags - [Template (8)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template) - [Project: Internal projects (6)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-internal-projects) - [PM process (5)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/pm-process) - [Project: Business projects (4)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-business-projects) - [Resource (4)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/resource) - [Time Tracking (4)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/time-tracking) - [Automation (3)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/automation) - [Customization (3)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/customization) - [Project: Customer projects (3)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-customer-projects) - [Milestones PM+ (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/milestones-pm) - [Onboarding (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/onboarding) - [Page layouts (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/page-layouts) - [Phase-gate (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/phase-gate) - [Rollup Helper (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/rollup-helper) - [Salesforce CPQ (2)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/salesforce-cpq) - [Admin (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/admin) - [Admin Apps (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/admin-apps) - [Alerts/Notifications (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/alerts-notifications) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/cloud-marketing-cloud) - [Custom settings (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/custom-settings) - [Dates (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/dates) - [Duration (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/duration) - [Featured (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/featured) - [Lookup Helper (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/lookup-helper) - [Prioritization Helper (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/prioritization-helper) - [Program (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/program) - [Project health (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-health) - [Salesforce (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/salesforce) - [Storage Helper (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/storage-helper) - [app integration (1)](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/app-integration) [![Free Salesforce project management app Milestones PM+ on AppExchange: Tasks, Time tracking, Programs. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_Salesforce-integration-project-plan.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-integration-project-planning) ## Problem: There’s a lot to consider when preparing to connect an external/third-party system within Salesforce. The integration must not only meet current needs but also be future-proof and ready to... [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/milestones-pm), [app integration](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/app-integration), [Salesforce](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/salesforce) [![Free project management for Salesforce. Download Milestones PM+ from AppExchange.](https://www.passagetechnology.com/hubfs/Milestones%20PM%2B/Use-cases/MPMplus-use-case_basic-PM.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/basic-project-management-salesforce) ## PROBLEM. There’s no Salesforce cloud or add-on exclusively for project management. Whether businesses grow to need better task organization or require a ready-made framework that’s inherently absent,... [![Free Salesforce project management app Milestones PM+ on AppExchange: Tasks, Time tracking, Programs. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMplus-use-case_task-resource-notifications.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-resource-notifications) ## Problem Automatic and manual Project alert notifications to: Task Owners, including communication and progress updates, on collaborative efforts; Resources of successor Tasks that prerequisites are... [Resource](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/resource), [Alerts/Notifications](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/alerts-notifications) [![Free Salesforce project management app Milestones PM+ on AppExchange: Resource management, Time tracking. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_time-resource.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/time-tracking-resource-management) Milestones PM+ is more than Salesforce project management – it’s resource management, too, and part of that is time tracking. Time Entry in Milestones PM+ allows Resources, who are either users or... [Time Tracking](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/time-tracking), [Resource](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/resource) [![Free Salesforce project management app Milestones PM+ on AppExchange: Tasks, Time tracking, Programs. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_MBA.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/milestone-billing-automation-salesforce-cpq) Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing. [Automation](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/automation), [Salesforce CPQ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/salesforce-cpq), [Project: Business projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-business-projects) [![Free Salesforce project management app Milestones PM+ on AppExchange: Tasks, Time tracking, Programs. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_Revenue-Cloud.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-revenue-cloud-cpq-setup) Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing. [Salesforce CPQ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/salesforce-cpq), [Project: Business projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-business-projects) [![Free Salesforce project management app Milestones PM+ on AppExchange: Tasks, Time tracking, Programs. By trusted Salesforce partner Passage Technology.](https://www.passagetechnology.com/hubfs/2021/MPMp-use-read_product-launch.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/product-launch-management-salesforce-project-app) ## Problem Launching a new product starts with an idea, then has to be vetted, developed, produced/distributed, marketed, and sold. This process requires company-wide collaboration and may also include... [Program](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/program), [Project: Internal projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-internal-projects) [![Free Salesforce task management app manages customer onboarding with reusable project templates](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_onboarding-customers.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/customer-onboarding-reusable-project-templates) ## Problem When onboarding new customers, there are often several repetitive yet highly important tasks that have to be completed in order to ensure customer satisfaction. These steps may include: [Resource](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/resource), [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [Onboarding](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/onboarding), [Project: Customer projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-customer-projects) [![Event planning with free Salesforce project management app for Marketing Cloud, Milestones PM+](https://www.passagetechnology.com/hubfs/2021/MPMplus-use-case_event-planning.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/marketing-cloud-event-planning-projects) ## Problem Preparing for an event/tradeshow or other large marketing project requires marketing teams to meet deadlines, collaborate with stakeholders, and ensure that their team is well organized so... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [Cloud: Marketing Cloud](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/cloud-marketing-cloud) [![Free Salesforce task management app manages employee onboarding with reusable project templates](https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_onboarding-employees.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/employee-onboarding-reusable-project-templates) ## Problem In order to retain high quality new hires and accelerate the time it takes to have the new hire up and running, key steps must be completed in a timely manner. Some steps will apply to all... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [Onboarding](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/onboarding), [Project: Internal projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-internal-projects) | | [Milestones PM+ Use Case Library](https://www.passagetechnology.com/milestones-pm-plus-use-cases) | [ Next ** ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/author/passage-technology/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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