Cloud Coach Milestones
Free Basic Project Management, 100% Native on Salesforce
Cloud Coach Milestones is the ideal tool for simple project management on the Salesforce platform. Cloud Coach Milestones was engineered from the ground-up leveraging our extensive experience developing enterprise-class project management solutions. With Cloud Coach Milestones, you’ll get leading project management tools – for free.
Create projects from your favorite SF records
Whether it’s an onboarding project after an opportunity closes, or tradeshow planning for a marketing campaign, Cloud Coach Milestones lets you launch projects directly from your favorite Salesforce records.
- Create projects from opportunities
- Launch directly from campaigns
- Manage cases as projects
Use project templates to follow best practices
If you’re like most businesses, you might run the same process over and over. That’s where project templates come in, allowing you to follow your best practices every time. You can even automate project creation from templates using Process Builder.
- Create 10 best-practice project templates
- Update templates with lessons-learned
- Streamline launch using Process Builder
See your projects in the view that works for you
Whether you prefer working with a Gantt style timeline or a Kanban board, Cloud Coach Milestones allows you to view your project in multiple ways. And if you have trouble making your mind up, changing between views is as simple as clicking a button.
- Traditional Gantt views give you a timeline view
- Agile boards provide drag-and-drop update functionality
- View all tasks in a convenient list view with extra details
Assign project tasks to your team
You’re probably not planning on working on projects alone, so we’ve made it easy for you to assign project tasks to your team. You can even add resources to your project templates for even quicker assignment of work.
- Assign work to individual team members
- See at-a-glance which tasks are unassigned
- Use templates to speed up resource allocations
See all your project task assignments in one place
No matter how many projects you are working on at any one time, your ‘Task Assignments’ view gives you a single place to see all your project work. Better still, you can pick your favorite way to see your work from timeline, board or list views.
- See what is due when with timeline views
- Drag-and-drop to update statuses on the Kanban board
- See a more traditional “to-do” list with the list view
Keep track of progress across all your projects
Leverage related lists and list views to get an instant visualization of how all your projects are progressing in a single easy to customize view.
- Easily customize what you see with Salesforce list views
- Personalized views for each user
- Track progress on multiple projects on a single screen
And report on all your KPI’s
All your project data can be accessed through the reports and dashboards in Salesforce that you already use. There’s no need to learn new skills to report on your project KPIs.
- Use out-of-the box reports and dashboards from day 1
- Leverage Salesforce reports for customized views
- Add project repors to Executive Dashboards
Runs seamlessly in Classic and Lightning interfaces
No matter if your company is an early adopter of Lightning or still runs in Salesforce Classic, Cloud Coach Milestones will run seamlessly in both user interfaces. You don’t need to worry no matter what interface your org runs now or in the future.
- Modern Gantt views for single-page project management
- Easy-to-customize using native Salesforce functionality
- Set-up in under 10 minutes!