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SalesforceLabs / Milestones-PM

Lightweight Project and Task Management for Force.com #forcedotcom
http://labs.force.com/pm
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How to get a central view on all my tasks and events #96

Open markdonkin opened 11 years ago

markdonkin commented 11 years ago

We are testing MilestonePM in SFDC EE and cant see a way to get a central view on tasks and events. When I create a taks in Milestone it is not availalbe in my task list on the Salesforce home page. This means I have 2 sets of tasks running in 2 different views.

Is it possible to view Milestone tasks and evetns in my normal tasks and events section.

Can we integrate the tasks from Milestone with Outlook

jerryreid commented 11 years ago

You can now integrate Milestones PM/PM+ tasks with with Events/Tasks. Please contact support@passagetech.com for more details.

markdonkin commented 11 years ago

Hi Jerry

Can you please advise what the cost will be?

Regards

Sent from my iPhone

On 25 Apr 2013, at 16:52, "Jerry Reid" notifications@github.com<mailto:notifications@github.com> wrote:

Mark, if this functionality is important to you and you are willing to move to a managed / supported version that is still highly configurable, I would recommend Milestones PM+. In Milestones PM+, tasks that are created in Milestones PM+ are automatically synchronized (bi-bidirectionally) with Salesforce tasks. This will allow you to view ALL tasks in a single task view from the home page My Tasks section and you can also use the task views to filter the tasks list. Also, this will hook you into Salesforce's great "Reminder system", so when you login all tasks can be drilled into or snoozed OR you can re-assign the tasks. As the tasks are synchronized with the Salesforce Tasks, you can then integrate with any external program that is setup to synchronize with Salesforce Tasks, such as MS Outlook using the Salesforce for Outlook plug-in. To view the Milestones PM+ tasks in a calendar UI, you need to use the Calendar tab within the application.

— Reply to this email directly or view it on GitHubhttps://github.com/ForceDotComLabs/Milestones-PM/issues/96#issuecomment-17015776.

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