Using Templates for Automatic Project Creation in Salesforce


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When businesses have processes that need to be followed repetitively and have targeted beginning and deadline dates, the most efficient and consistent way to drive these processes is to use a templated project management solution.


Use the Milestones PM+ template functionality to automatically create projects within Salesforce to increase efficiency, productivity, and consistency with all types of business processes. With Milestones PM+, there are no limits on the number of templates that can be used. Each business unit in a company may have their own project types, and if desired, house them under a Program.

Some examples of how companies are using Milestones PM+:

  • Budget Management
  • Issue Management
  • IT Project Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking
  • Employee Onboarding/Other HR related projects.
  • Customer Onboarding/ Any processes that need to be completed post-sale for service or product companies.
  • Marketing Projects
    • Events
    • New Website Launch
  • Construction projects/New Location Openings
  • Retail/Seasonal Displays or Pricing Changes
  • Real Estate - Property Purchase/Sale/Rentals
  • New Product Launch
  • Time Tracking
  • Process Management
  • Waterfall/Traditional Project Management
  • Gantt Chart
  • A specific project delivery methodology is needed (PMI PMBOK or Prince2-based or Stage-Gate)
  • Tracking Billable vs Non-Billable Time
  • Internal Business Process Implementations

For each of these project types, a template can be used for automatic project creation to include all the necessary milestones, tasks, durations, dependencies, risks, and issues. To get started, download the Milestones PM+ Stage-Gate® Project Starter Template, then go to "Import Template" of Milestones PM+ in Salesforce to upload.

What types of projects do you need templates for? Let us know with a comment below!

Learn how to create templates with the Milestones PM+ Admin Guide.

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