Advanced Salesforce Project Templates

Reusable Project Templates in Salesforce with Task Management App Milestones PM+

Milestones PM+ imports files and exports Salesforce projects, but advanced templates are available only with Milestones PM+ Premium Edition.

• Create projects with reusable templates from anywhere in Salesforce via automation or Project Creation Button.
• Custom fields can be exported and imported.
• Remove project fields from being exported.
• Preset assignments including the Owner field (bypassing the standard behavior of being the user who created the record)
• To-Do List items can be exported and imported.

Some functionality may require additional setup, covered with Milestones PM+ Starter Packs.