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Hi, is it possible, once you made a sales offer and confirmed it to an order, to copy them at once to different tasks in project?

Thanks!

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Hi,

This is possible if the product sold is declared as a “Service” product type. In the “Create on Order” field on the product, you can then select whether a task, a project or a project including a task should be created when an offer is confirmed.

Regards,
Chris Dominiak (Intero Technologies GmbH)

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Please check this out. Here explaining the concept while creating sales order.

https://youtu.be/SKD9EjEezIE

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