Task Manager: Create projects when products are activated

What is it?

Projects can now be automatically created when a product is activated. This reduces the manual work Task Manager user had to do to fulfill services on those products.

When was it made available?

The auto-creation of projects upon product activation was released on July 27th, 2019.

How does it work?

Set up a template

1. Go to Task Manager > Global Settings > Templates.
2. Click Add New Template.
   
3. Enter the Template Name.
4. Optional – Fill in the following optional fields:
   
   • Assignee
   • How many days the project is due after it is created.
   • Recurrence
5. Click the Product field and select the product you wish to trigger this project's creation.

   If the selected product is already linked to a template, you will see a warning message. Click Show Templates to see those templates.

6. Add the tasks you wish to create for projects created with this template. Learn more about templates.
7. Click Create Template.
   

When a product is activated on an account in Task Manager, it will automatically create a project on that account based on the template you created.