Prtoject templates

📦 Install & Upgrade Help
1

We just upgraded to 7.2.1 and looking forward to using project templates. Sadly I cant seem to find any documentation on how it should work. Does anyone have or know about any documentation?

It was hidden by default but added back to the menu. I can go in and create a project template (template name, status, priority and notes) with “other” as a second link below containing project manager.

Once saved the only options I can see are under edit - duplicate, delete, find duplicates, create project, view change log. I don’t get a tasks section like under projects so not sure how I enter these. Is this correct or am I missing something?

Any help would be appreciated.

2

Is there not a Task Templates subpanel under the Project template?

You add Tasks via the Task template Subpanel or Module. You may have to un-hide theProject Task Templates module and subpanel

3

In Project template there is only the "other " sub panel.

I looked in Display panels and sub panels screen in admin and in modules the only ones that relate are project templates and projects. In sub panels there is only projects, no mention of tasks or templates.

The only module / sub hidden is security groups management. No sign of project tasks.

4

Do a quick repair and rebuild then a rebuild relationships from the admin panel. If that doesn’t work check file permissions and try again.

sudo chown -R www-data:www-data .

sudo chmod -R 755 .

sudo chmod -R 775 cache custom modules themes data upload config_override.php
5

Thanks.

It seems the quick repair and rebuild is suite CRM’s switch it off and on again. Yay it works. Now I just have the same issue as others i.e. it only works with 2 tasks. More and it blank screens on refresh and then ignores all but the newest 2.

Will have a look through older posts for a solution.

6

Never herd of that problem.

7

Thats strange Andy as the link below shows a few people mentioning it over the last few weeks.

https://suitecrm.com/forum/suitecrm-7-0-discussion/3780-project-templates?start=15

8

I see what your talking about now. That’s a genuine bug #175

Looks like somebody has already created a pull request to fix it.

9

Thanks Andy.

I tried Yingwee’s solution noted in the link I sent you which seems to work so will go with that for now.

10

Thanks Andy! Work perfectly with Fix 175!

https://github.com/aromasko/SuiteCRM/commit/fdf5e5d035e2bc3090cb6b6cb958bcb62a611219