Benefits

  • Salesforce Activity (events, tasks) syncs 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.
  • Keep teams on the same page using the same tools with a unified task list for your entire org.
  • Visibility of overdue, current, upcoming Project Tasks integrated on the homepage and calendar with easy-to-use My Tasks and My Events views.
  • A unified task list for your entire organization keeps teams on the same page using the same tools.
  • Resources can easily reassign Project Tasks from the homepage without searching the whole Project plan.

Features

  • Sync Project Tasks and Salesforce Tasks or Events to add them on the Salesforce calendar and homepage or in MS Outlook and Gmail.
  • Project Tasks sync automatically upon creation, instant assignments ensuring all data is accounted for.
  • Salesforce reminder system, a standard feature, can be utilized for Milestones PM+ Project Tasks.
Free Milestones PM+ Premium Trial