Benefits

  • Reduce the time it takes for users to create projects.
  • Creates ability to see what projects relate to a given record.
  • No code required.

Features

  • Ability to create entire projects from any record in Salesforce via a click of a button.
  • Automatically relates projects to the record where the 'Create Project' button was pressed.
  • Automatically shifts project start date to the date the project was created.
Free Milestones PM+ Premium Trial