Task Actions

Currently, the workflow rules help with workflows, but they mostly are relying on the same entity they are applied to. Example, project status change will trigger only project workflow rule, task workflow rule will trigger only task workflow rule. Would be a great feature to have if, we could cross connect them.

Example, creating a new project, should create new tasks in the project called create presentation, create estimate, estimate internal review, schedule meeting with client for proposal approval.

Setting task Actions, whereby, completing a task might change status of the project. Example, if the task create estimate is completed, the status can be changed from New Project to Estimating or Proposal Sent.

Similarly with service orders, so if the service order call is opened, then the project status might change to service call in progress.