is there a way to import project tasks for each of...
# generalo
Ogabeg
03/21/2019, 2:52 PMis there a way to import project tasks for each of the service items on a sales order?
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James Morris
03/21/2019, 4:00 PM@Ogabeg You can import project tasks in general: "Importing Project Tasks" SA Answer Id: 9351. If you're wanting to automate project task creation based on a sales order, no, that would likely have to be scripted. The typical way these things are handled is that you create the project first, and then you create a sales order from the project (not the other way around): "Creating Sales Orders from Projects" SA Answer Id: 9349.
James Morris
03/21/2019, 4:02 PMAlso this would be a good discussion for the #C30TUASAX channel. That channel doesn't get enough traffic, so I'm hoping to convince more people to join it and put project-related stuff in there 😁
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Jay
03/21/2019, 4:20 PMyou can set up items to create projects
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Ogabeg
03/21/2019, 5:51 PMhmm nice thanks for the info...i will review
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