Milestones PM+

Milestones PM+ is a free, 100% Salesforce-native project and process management app available on the AppExchange. Designed for flexibility and scalability, it supports a wide range of project methodologies including agile, waterfall, and hybrid approaches. It enables users to manage tasks, resources, timelines, and risks directly within Salesforce, making it ideal for businesses of all sizes and industries.

Features

• Interactive Gantt charts for visual project tracking
• Task management with to-do lists and priority settings
• Time tracking on tasks, cases, and activities
• Resource management with smart assignment tools
• Calendar sync with Salesforce Activities
• Issue and risk logging with impact reporting
• Reusable project and milestone templates
• Instant project creation from any Salesforce record
• Workflow automation for notifications and updates
• Mobile-friendly interface and Lightning compatibility

Capabilities

• Create and manage projects from Opportunities, Accounts, or any object
• Customize project record types by team or department
• Import/export templates for repeatable project structures
• Relate products, quotes, campaigns, and more to project tasks
• Enable real-time collaboration and visibility across teams
• Use Starter Packs for fast implementation and adoption

Benefits

• Boosts productivity by streamlining project workflows within Salesforce
• Improves visibility with centralized dashboards and Gantt views
• Reduces manual effort through automation and reusable templates
• Enhances collaboration across departments and stakeholders
• Supports scalability for simple tasks or complex business programs
• Saves costs with a free core version and affordable user expansion