• Save time by sending out pre-formatted client communications at the completion or start of a milestone or task.
  • Ensure professional, timely communications that adhere to your project delivery or governance processes.
  • Simplify and connect third party work teams or systems.


  • Quick and easy emails sent right from the Task or Milestone record.
  • Create project email templates that reference any related fields.
  • Use any pre-existing Salesforce email template folder.
Free Milestones PM+ Premium Trial