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

[Steve Kenow]

NVM - I found I can use Create Record for creating tasks and get all the
options I want.

*Steve Kenow*
Retail Data Systems of Minnesota
End-User Services & Support Manager
Direct: (952) 392-2686
Office: (952) 934-4002
skenow at rdspos.com



Support Questions/Issues? Email rdshelp at rdspos.com (non-emergencies) or
call (952) 934-4002 24/7


On Wed, Jan 18, 2023 at 5:17 PM Steve Kenow <skenow at rdspos.com> wrote:

> I did as nilay suggested - used a project type picklist and separate
> workflows for each type. It works, but is tedious to build if you have lots
> of types and tasks, and it isn't easily portable to other instances. I was
> looking forward to other options for assigning tasks in v7 and found some
> other things that I will miss - you don't get to add more fields and values
> to the task through the workflow, I only got the basics - name, assigned
> to, due date (which used to give options for how you wanted to calculate
> dates), description.
>
> vTiger 7.4 (upgraded from 6.5). I think I have other things to sort out
> before I say it's native, because I've not reactivated all my modules or
> extensions. I get a blank page when I save a new project with a type that
> didn't have any workflows and the task didn't get created. When create a
> project type that already had a workflow to create tasks, same blank page,
> and when I refreshed the page, I got the home page and going to the project
> I had all the tasks expected. Editing the workflow showed the task type was
> to create a record, not to create a task, and it gave me all the options of
> adding fields and values I get from 6.5.
>
> I'll try on a clean install and see what happens.
>
> Just letting people know this is a workable option for project templates.
>
> *Steve Kenow*
> Retail Data Systems of Minnesota
> End-User Services & Support Manager
> Direct: (952) 392-2686
> Office: (952) 934-4002
> skenow at rdspos.com
>
>
>
> Support Questions/Issues? Email rdshelp at rdspos.com (non-emergencies) or
> call (952) 934-4002 24/7
>
>
> On Mon, Oct 31, 2022 at 3:43 AM Arnaud <johnthe5th at gmail.com> wrote:
>
>> Hi,
>>
>> As for me on non cloud version, I wrote a PHP script which build the
>> Project and Project Task from Quotes items using Vtiger Webservice and add
>> automatically start date and estimated end date.
>> This build is called from a simple option in Detail Quotes page.
>>
>> Regards,
>>
>> Le mar. 25 oct. 2022 à 14:49, socialboostdk <socialboostdk at gmail.com> a
>> écrit :
>>
>>> 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
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
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