I am using suite crm for managing my clients for my IT consulting and service agency. I am a bit confused on when to use project tasks and when to use activities in projects.
No idea but check out the below doc:
1 Like
Hello Shubham,
eventually, it depends (great consulting answer 
).
But here are some ideas:
Projects, milestones and tasks could be looked at with a project mindset.
If you’re doing technical consulting as well, maybe there are some recurring project where you could use templates and pre-define the tasks inside those projects.
The activities, I’d usually like to keep those related to contacts, accounts and leads - due to the time line and the nature of meetings, phone calls - that you’d usually have with a person (not with a project).
In bigger projects, there can be recurring meetings like sprint review, retro, etc. - that would be options to add them to the projects as activities. You’ll have to see whether that fits your and your customers work environments.
1 Like
Appreciate this response sir Thank You.