[Vtigercrm-developers] Project templates - or duplicate/clone a full project structure?

[Alan Lord]

This is a request I have had before, both on Open Source and the Cloud.

using a Custom Workflow Function or some remote code triggered by a 
webhook call is the way we have done it - creating the Project / Project 
Tasks etc. as required based on a set of pre-determined parameters.

It would be nice to have a template or a duplicate type function but 
there can be a lot of parameters to deal with so I can see it being a 
bit complex.

Al


On 25/10/2022 13:47, socialboostdk wrote:
> Hi there,
> 
> If we have many similar projects, and would like some templates for 
> these (ie. "Make website" project with same 30 subtasks each taking 
> different time etc), do you guys have any good ideas for how to 
> achieve this?
> 
> Could be something like duplicating an existing project was my thought, 
> and then offset the dates, etc.
> 
> Anyone had a similar problem in the past?
> 
> :-) Chris
> 
> 
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