Category: Cloud Coach Milestones

How can I assign team members to work on project tasks?

June 9, 2017
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As a project leader, you need to quickly and efficiently assign team members to work on your project tasks. With Cloud Coach Milestones, we make it easy to assign team members in several different ways. Method 1: When you create a new project As you’re creating a new project, you can add resources to work […]

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How Can I Track My Time Using Salesforce Chatter?

June 9, 2017
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This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time using Salesforce Chatter. I’m going to start on our project for Customer Onboarding. To review a couple […]

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What are the different ways that I can look at my Milestones project?

June 4, 2017
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In most situations, saying “yes” to one thing means we have to say “no” to something else. As a Cloud Coach Milestones user, that’s not true when it comes to your project views. You can choose from a timeline, board or list view for each project. Plus, you can seamlessly switch between the views any […]

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Tracking a Key Stakeholder on your Milestones Project

May 25, 2017
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Each business is unique. So are the details you need to track and see on your projects. In previous blog posts, we’ve covered how to add custom fields to your projects to help you keep track of special details, like which department requested a project, or project types. When you add these fields to a […]

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