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+:
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-GateĀ® 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!