The project management app that brings project tasks and Salesforce events together
Milestones PM+ Project Tasks sync to the Salesforce Event calendar for 360-degree visibility of assignments, reminders, and meetings. Ensure individual and team success by unifying Project and non-project tasks in one centralized location, all from one single tool. Show current, overdue/late, and upcoming Project Tasks alongside Salesforce Tasks on the user’s homepage. Quick access to Tasks allows for easy reassignments, saving time and improving overall Project efficiency.
Have Salesforce email integrations with Gmail, Microsoft Outlook, or a third-party connector like Cirrus Insight? Project Tasks seamlessly sync with pre-existing configurations for effortless deployment and quick adoption.
Compatible with Salesforce Activity reminders and notifications. Schedule custom alert times based on the Task, assigned Resource, Start Date, Deadline, and more.*
Project Tasks sync as either an Event or Task.
Milestones PM+ also comes with a single-view Calendar for Projects, Milestones, and Tasks to keep teams focused and on time.
*App includes alert time based on the Task. Other reminder options require additional processes that are covered with Milestones PM+ Starter Packs.