Transform How Your Teams Work with Hybrid Project Management

Mixing and matching project management approaches with Milestones PM+

Does your development team use an Agile delivery model, but your marketing team works best using a step-by-step or waterfall methodology? Welcome to hybrid project management—it’s an approach that’s helping various teams within organizations reach their goals. 

One of the key elements of the hybrid project management approach is flexibility, and project managers are playing a crucial role in helping teams transform how they work. 

“They empower teams to select the most suitable project management approach—whether agile, predictive, hybrid, or a tailored variation—based on the project’s needs. This adaptability supports consistent, high-quality outcomes, positioning high-performing PMOs as key drivers of project success across diverse initiatives,” explains the article, “Built to Thrive: PMOs That Elevate Innovation and Power Transformation.” 

Our Milestones PM+ app allows you to create projects that work how you work, combining approaches like Waterfall and Agile or Scrum and Agile. Following are examples of how Milestones PM+ can be used for different project management approaches.

When you use Milestones PM+ for Scrum, you can quickly create a project for each sprint and add milestones/tasks and assign users. All the milestones/tasks are easily viewable in reports or gantt charts. Another option is to use programs/portfolios for sprints and projects for different stages during the sprint. 

Milestones PM+ offers key features that can help resources collaborate on projects using the Agile approach. Teams can use chatter to communicate on projects or tasks, as well as log and assess risks. Milestones templates allow you to manage the project plan and quickly adjust projects as needed.

Since the Waterfall project management approach uses a defined sequence of execution, meaning a project phase doesn't progress until it receives final approval, Milestones fits that approach well. For larger and riskier projects, many organizations leverage the Stage-Gate® method, so new product projects can move from concept to launch with assessment and approvals at each stage.

Milestones PM+ Use Cases for Hybrid Project Management

Salesforce Task Notifications and Project Resource Alerts 

Time Entry and Resource Management on Tasks and More

Product Launch Project Management in Salesforce 

Event Planning with Salesforce Project Management for Marketing Cloud

Phase-Gate/Waterfall Projects Using Stage-Gate® with Milestones PM+ 

Date Shifting Project Start/Finish while Keeping Duration

Basic Project Management and Enhanced Task Boards in Salesforce

Using Templates for Automatic Project Creation in Salesforce

Milestones PM+ gives you 360-degree project visibility inside of your Salesforce environment. Whatever project management approach you choose, Milestones PM+ can help you improve project productivity insights, collaborate with non-Salesforce users and external resources, onboard customers, and leverage mobile app support for users who are off-site. 

100% Salesforce-native and free to download on the AppExchange, Milestones PM+ works with all Salesforce clouds (Professional and up) for any industry.