Single-use: Project Maker. Build your Projects in one sitting with the single-step Project Maker. Strategize and plan projects from a roadmap perspective including dependencies and Resources.
Basic project management structure with program
Task structure in Milestones PM+
Optional comprehensive details of Tasks
Project Maker
Instant Import
Task Kanban
Project Kanban
Single-use: Project Maker. Build your Projects in one sitting with the single-step Project Maker. Strategize and plan projects from a roadmap perspective including dependencies and Resources.
Multi-purpose: Instant Import. Upload projects and templates from PC into Salesforce with Instant Import. Quickly convert files into Projects and save templates to reuse manually or in workflows.
Multi-use: Workflows. However you automate in Salesforce – Process Builder or Flow Builder – Milestones PM+ seamlessly integrates for a smooth automatic project creation experience.
Importing project data into Salesforce is super easy with Milestones PM+ Free Edition. Migrate projects from Milestones PM already in Salesforce, data exported from Microsoft Project or other app, and any external locally-saved CSV or XML file. Once in Salesforce, create reports from completed projects and save past frameworks for templates to reuse across Salesforce, such as workflows and other process automation.
Milestones PM+ Free Edition lets you reuse Project templates your way: by record type (internal, external), category (industry, location), purpose (onboarding, event planning) – any Project outline that’ll be used more than once can easily be imported/exported and used across Salesforce for workflows or manual creation.
Easily create projects from Opportunities, Accounts, Contacts, or any Salesforce object with Milestones PM+. After your admin sets up the one-time Process Builder, trigger, or Visualforce page, you and your users are on your way to create Projects anywhere in Salesforce.
Learn more: Project Creation Button. Milestones PM+ Starter Packs.
Project Maker
Instant Import
Task Kanban
Project Kanban
However much or little information you need from project data in Salesforce, Milestones PM+ is customizable for your solution.
Simple project management in Salesforce can focus primarily on reaching completion – what’s the status? are we behind? – or ensuring no missed steps, a no-nonsense approach with a vision that projects are started to become finished and the burden of details along the way are less necessary.
Milestones PM+ combined with Salesforce-native capabilities makes a powerful duo for simple project management. Kanban Boards allow instant updates and at-a-glance progress of Projects without the noise, saving time by getting you the data you want to know.
Milestones PM+ is flexible enough for the most intricate of project management systems.
Minimalistic by design, quickly note all necessary steps and optional considerations in the To-do List as an alternative to Chatter, separating from communication and allowing others to easily view Task progress.
Milestones PM+ is mobile-ready! Whether you're utilizing Milestones PM+ for employee or customer onboarding, launching a new product, or tracking time on a project, you're able to do it all with ease on any mobile device.