Ability to Assign Teams to Tasks on Quotes

Posted 3 months ago by Liam Miraftab

Post a topic
L
Liam Miraftab

Currently, the team assignment feature is available in project templates and projects, but not on quotes. As a result, when a project template with teams assigned is used to create a quote, the team information is lost. This means that when the quote is converted into a project, the team assignments from the template do not carry across, requiring manual reassignment.


It would be great to add the ability to assign teams to tasks on quotes, ensuring that team allocations from a project template flow correctly into the quote and then into the project. This would streamline the workflow and reduce the need for manual reassignments after project creation.

0 Votes


0 Comments

Login or Sign up to post a comment