--- title: Milestones PM+ Use Case Library | Passage Technology | Template description: Template | 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) [ All Milestones PM+ Use Case Library ](https://www.passagetechnology.com/milestones-pm-plus-use-cases) ### 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 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) [![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_new-location.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/new-location-planning-salesforce-business-projects) ## Problem When a business is expanding and opening new locations, multiple business units must collaborate in order to deliver a successful and timely launch. This process will most likely 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), [Project: Internal projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-internal-projects), [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_BPA.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/business-process-automation-salesforce-projects) Automating business processes is a huge time saver for employees and reduces the chance for errors, such as an overlooked approval or missed step in a long path to completion. With Milestones PM+... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [PM process](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/pm-process), [Automation](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/automation), [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/MPMp-use-case_auto-project-templ.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/automatic-project-creation-salesforce-reusable-templates) ## Problem 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... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [Automation](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/automation), [Phase-gate](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/phase-gate) [![Free Salesforce project management app Milestones PM+ for IT process implementation and internal systems projects](https://www.passagetechnology.com/hubfs/2021/MPMplus-use-case_process-implementation.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-process-implementation-projects) ## Problem When internal IT teams are implementing new business processes, enhancing systems, or integrating systems, care must be taken to ensure that the work is well documented, on schedule, on... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [PM process](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/pm-process), [Project: Internal projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/project-internal-projects) [![Free download of Phase-gate Process project template for free Salesforce task management app Milestones PM+](https://www.passagetechnology.com/hubfs/2021/MPMplus-use-case_phasegate-process.png) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/phase-gate-salesforce-project-templates) For rapid product development, many companies incorporate a method called Stage-Gate®, which allows new products to be taken from concept to launch with assessment and approvals at each stage. The... [Template](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/template), [PM process](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/pm-process), [Phase-gate](https://www.passagetechnology.com/milestones-pm-plus-use-cases/tag/phase-gate) | | [Milestones PM+ Use Case Library](https://www.passagetechnology.com/milestones-pm-plus-use-cases) | | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)