November 7, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Widget 17: Creating Project Tasks

Features

• 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.

Benefits

• 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.

Restrictions

• This widget is only available with Steps 2 and 4.