- Enable a unified task list for your entire organization. Have marketing, sales, project delivery, or customer service team be on the same page and using the same tools
- Leverage standard Salesforce My Tasks views to work your project task lists
- Tasks can sync to MS Outlook using Salesforce for Outlook or Gmail. Salesforce for Outlook is a free app and there are very affordable 3rd Party AppExchange connectors for Gmail such as Cirrus Insight.
- Allow resources to easily re-assign tasks to team members from their homepage without searching or drilling down into the plan
- Sync your custom task or event information to your Salesforce activities to place them on the Salesforce calendar, in MS Outlook / Gmail, or your home page.
- Milestones PM+ tasks sync automatically with Salesforce tasks upon creation of a project task
- Overdue, current, or future tasks appear on the home page or calendar views
- Can set reminders automatically using the native task Salesforce reminder system
To get the Salesforce Task Sync solution for Milestones PM+, please upgrade your installation of Milestones PM+ Free Edition with the Milestones PM+ Premium Edition.