What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps put your project management system to work for you – not the other way around.
Organization Tool 1: List Views
We’re all familiar with the power of list views in Salesforce. They’re commonly used for finding the records that are most important to you – whether that’s leads, cases, or opportunities. List views are no different in Cloud Coach Milestones – except that we’ve taken them a step farther. Rather than just seeing a traditional table view, Cloud Coach Milestones gives you a visual timeline display of all of your projects that meet the list view criteria, so you can see your progress all at once.