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YetiForceCompany / YetiForceCRM

Our team created for you one of the most innovative CRM systems that supports mainly business processes and allows for customization according to your needs. Be ahead of your competition and implement YetiForce!
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[Question] #12260

Closed alejandroflamerich closed 4 years ago

alejandroflamerich commented 4 years ago

Oh hi there! 😄

Description

Is there a way to create a project with its milestones and taks predefined. I mean all our project has the same milestones and tasks so we must to create those every time. I imagine that could be a button to create a project with the milestones and task at once

Any suggestion?

Alejandro

vovpff commented 4 years ago

?

mariuszkrzaczkowski commented 4 years ago

yes , Workflows image

https://gitdeveloper.yetiforce.com/index.php?module=Workflows&parent=Settings&view=List&block=15&fieldid=24

https://gitdeveloper.yetiforce.com/index.php?module=Accounts&view=Detail&record=115

elvissaba commented 4 years ago

Workflow for project milestones work. For project tasks workflow does not work