Solutions

Customer Onboarding
Capabilities include project timelines, resource management, and stakeholder collaboration.

PSA
Manage, track and enhance your project delivery processes efficiently.

Customer Success
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

Project Management
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
Features

Customer Health

Resourcing

Reporting & Dashboards

Timelines & Collaboration

Time Entry

Meeting Automation

Financials & Billing

Productivity
Why Cloud Coach
Customers
Resources

Library

Blog

Videos

Partners

Competitor Comparisons

Articles
Pricing
Book a Demo

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

Brandi Johnson

Jun 4 2017 3 min read

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 time.

View 1: Timeline or Gantt View

A timeline or Gantt view allows you to see all of your project tasks in a horizontal timeline view. With the Gantt view, it’s easy to see which tasks compose your critical path (i.e., the series of tasks that create your overall project timeline). Plus, you can easily see task dependencies to ensure your team focuses on the tasks that impact your project timeline and delivery.

View 2: Board or Kanban View

On the included board or Kanban view, each task appears as a card in a status column. The available statuses are Not Started, In Progress, Complete, and On-Hold. With the board view, you can drag and drop cards to update the task status.

View 3: List View

Of course, no project management tool would be complete without a task list view. With a traditional list view, you can see additional details about each task, including duration, start and end dates, and task status.

With Cloud Coach Milestones, every project is visible in any or all of the views with the click of a button. You don’t have to decide on a view at the beginning of a project or do any special configuration.

Plus, each view utilizes the same management panel on the right-hand side, allowing you to update each task, add and complete subtasks, and review important details. (You can customize what you see in the management panel using the Gantt field set on the Milestones task object.)

Which view works best for your business?

AUTHOR

Brandi Johnson

Unleashing the Power of AI: Revolutionizing Customer Success Teams

In today’s rapidly evolving business landscape, organizations are constantly looking to find innovative ways to improve customer satisfaction and retention....