Is it possible to have default tasks that are created with each job?

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I would like to know if there is a way to automatically create default tasks when a bid is accepted. Once a bid is accepted, the job is transferred to the project managers who take over the job. Typically every job we have can have upwards of 40+ tasks and many of those tasks are used on every job. Is there a way to have the job automatically have a default set of tasks assigned to it so that the project managers don't have to manually add the same tasks every time?

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Posted 4 years ago

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No problem.  Make a "model" dummy project with a standard set of Tasks.

Then go to Settings for the app and under App Management, look for Cooy Master Detail.  Follow the wizard which will guide you to create a magic button to copy in all the Tasks from your model Project into the current Project.

I suggest doing a summary count if the # of tasks and then a form rule to hide that button once the Project has Tasks.  You don't want the project managers clicking twice and getting 80 Tasks.

Also, if you find that there are a few different standard task bundles based in the nature of the Projects, make a few different model Projects with their unique set of Tasks and make more than one magic button.