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 (Free app) or Gmail through very affordable 3rd Party AppExchange connectors
  • 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 / 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.