Create project tasks for target lists entries

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi!

I have a specific nesd, and I am wondering is there a way to do it.

I need to create tasks (there are a few task descriptors, like “send samples”, “send papers”, “collect data” etc) for every entry of target list. It could helf if it can be done only for contacts or leads, but target list would be perfect!

So, I have a project.
I have a target list.
I create a task “send samples”, with start and end dates, and I import target list (or relate this task to a target list), and I end up with a bunch of tasks with start and end date, related to an entry from target list, and related to a parent project?

2

This can be done with the workflow module.

I would recommend taking a look at the user guide for more information.

Thanks,

Will.