Project Task Template

[rsp]

SuiteCRM Projects and Resource Planning

SuiteCRM Projects Module: Maximizing efficiency for project management

Project Templates - How do they work?

Hi there I have looked on SuiteCRM how to Wiki and here but can’t seem to find any instructions on how to use the new Projects module as a whole with the Resource Chart and Gantt Charts This thread was really to ask how the Project Template works? I have walked through it but can’t seem to get new project tasks on a project linked to a template I create a Project Template with Task Templates inside (With Duration, descriptions and predecessors) I then create a new Project and link it to th…

How do you create project and tasks templates?

I can read on “new dashlets” “new project template” and “new project tasks template”, but I don’t see where you can create those. They are not in the Create menu on the right, nor in the dropdown top menu. Please help creating templates.