Milestones PM+ Use Case Library

Red Flags and Project Health in Salesforce

Red flags and project health dashboards in Salesforce with free task management app Milestones PM+.

Problem

Visibility to the health of Projects, whether your team’s or your own. Salesforce reports can be tricky to create and, even if done successfully, the color selection of the charts and...

Customization, Project health, Featured

Tracking Hours and Expenses on Project Task page layout

Salesforce project management task app tracking Hours and Expenses Milestones PM+

Salesforce page layouts are the user interface for your working business, and our free project management app Milestones PM+ can be customized to improve data visibility and user productivity. Being...

Time Tracking, Page layouts, Customization

Display project data on Salesforce records with page layout Related Lists

Free Salesforce task management app shows project data on Account, Contact page record layouts

Problem

The disconnect between project contributors and internal non-contributors. For example, this could be, generically, customer-facing representatives and service professionals.

Milestones PM+, Page layouts, Customization

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