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Project Management
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Tasks Management
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Time Management
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- Invoicing
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Reporting and Analytics
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Creating tasks from sales orders
In this video, you'll learn how to create a task from a sales order or a project template.
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1.
Projects linked to sales orders are:
2.
A project and/or task is automatically created as soon as the corresponding Sales Order is:
3.
How can you ensure that a new project with multiple tasks is automatically created once a service is sold?
