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Forums OroCRM OroCRM – How do I? Questions it is possible? a task with sub-task?

This topic contains 6 replies, has 2 voices, and was last updated by  odaepo 1 year, 8 months ago.

  • Creator
    Topic
  • #26086

    odaepo
    Participant

    Hi,
    I’m newby about oroCRM.
    I’m looking if it is possible to create a task under anoter task.
    I mean if I’d like to create a new task for doing the main task … it is possible?

    for istance:
    I create a task for building a new space-car:
    I need to get Iron, emplooy and engeeneers, do marketing, and so on….
    All these “sub” task are to big for beeng in the main task “build a new space-car”
    so I’d like to create “get Iron”, “get emplooy and engeeneers” , “do marketing”, ….
    tasks related to the main class “build a new space-car”.

    in pratice…
    how describe a WBS (Work breakdown structure) in oroCMS?
    there is another way/philosofy for doing that in orocrm?

    Thak you in advance,
    Oda

Viewing 6 replies - 1 through 6 (of 6 total)
  • Author
    Replies
  • #26087

    Artem Liubeznyi
    Keymaster

    Hi Oda,

    We don’t have task breakdown feature yet. As a substitute, I may suggest using Cases to track the main project and Tasks to track individual tasks.

    Hope this helps

    #26088

    odaepo
    Participant

    Hi,
    Thank you for answering me.
    I see Cases but how can attach tasks to a case?
    Thank you in advance,
    Oda

    #26089

    Artem Liubeznyi
    Keymaster

    Simply log a task from the case view page using More Actions button, or add this case as a context for an existing task via Add Context button on the Task view page.

    #26090

    odaepo
    Participant

    Thank you again!
    I have a little difficulties to understand… sorry!:-)
    what do you mean with ” log a task from the case view page using More Actions button”?

    and what do you mean with “add this case as a context for an existing task via Add Context button on the Task view page.”
    I see “add Context” button (at top right) in task page or in edit I see Context area at the botton.
    but I cant assign to task the Case (editing the name’s case in Task’s Context).

    Thank you for using your precious time to help me!
    Oda

    #26091

    Artem Liubeznyi
    Keymaster

    Oda,

    Please check if tasks are enabled for Case entity in Entity management. They should be by default, but maybe you have them turned off.

    #26092

    odaepo
    Participant

    Thank you Artem Liubezny!
    Thank you for the time you spend for help me!

    I done what you said:

    System-> Entities -> Entity Management
    Click on “Case” (label:case) , Edit
    and add (flag) “Tasks” in “Activities” (under “Communication & Collaboration” section)
    then “Save and Close” and update the schema.

    Now in Case I had th button “More Action” and I can add a new task.

Viewing 6 replies - 1 through 6 (of 6 total)

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