November 7, 2019.
Written by Michelle Colbran (Founder of SOS Consulting)
Widget 17: Creating Project Tasks
- Select the BOQ Items to convert to a task.
- Enter the Work Allocation Details.
- Set a Start date.
- Update the Project Task Status to Auto Sync to Zoho Projects.
- Automatically create your Project Tasks directly from your BOQ Estimate.
- Sync your Project Tasks to Zoho Projects to automatically build your Schedule.
- No double data entry between Zoho CRM and Zoho Projects.
- This widget is only available with Steps 2 and 4.