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.