Salesforce Task Sync

Benefits

✓ 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.

 

Features

✓ Sync your custom task or event information to your Salesforce activities to place them on the Salesforce calendar, in MS Outlook or 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.