I hope this is the right place to discuss,
Iām running 8.9.0 and trying to figure things out (Totaly new to CRMās in general, sysadmin/devop person).
I created a project. When i go to the āMoreā menu, select the Task module and add a task (Selecting āprojectsā as relation and adding the projects name) the task is not listed on the project overview page.
When i add a task to the project through the project page, it does list the task.
Maybe this is for a reason and i simply donāt know it yet because of being a CRM noob. To me it feels like a bug. Maybe i did something else wrong.
Any related comment is welcome before i post it as a bug
If youāre working with Projects, try to stick to the Project Tasks.
Youāll see, that they have way more features / advantages within a project.
Tasks are independent from Projects and are meant to be used more as individual to dos - not necessarily project related.
Iāve not try to relate a task to a project with the flex relate (since relating the task to the contact / account / opp had usually a higher priority). But Iāve added a custom relationship to āgroupā tasks around a project.
However, that was quite a custom situation.
Try to stick to the standards as far as possible and things are easier in the long run.
Iāll look further into the changelogs.
Figured iād just try an upgrade to 8.9.2 but that ended in a not working instance
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