Magnetic is full of useful shortcuts that can save you loads of time. This includes creating tasks directly from line items in a cost estimate. 


***Note***Before you can do this, you need to have your item types setup and have created a cost estimate.


Follow these steps:

  1. Hover your mouse cursor over accounts.
  2. Click on Cost Estimates.
  3. Find the  CE you want to use to create tasks. (You may want to use the search filters).
  4. Hover over the icons on the right-hand side of the CE. (If you are using list view).
  5. Click on the icon that is called "Generate Tasks".
  6. A message will pop up asking you to confirm that you want to create tasks from this particular CE.
  7. Click on confirm if this is the correct CE.
  8. All the line items on the CE will now be converted into tasks. 


See the video below:



Also see: 

Creating a Cost Estimate

Learn how you can use templates to create Cost Estimates


Next step:

Create templates for Cost Estimates that you use on a regular basis.