We've added the functionality that allows you to create tasks for a job directly from the line items in a cost estimate.
Simply hover over the CE you want to task and click the "triple square" icon for Generate Tasks.
Tasks will be created for an unassigned user and attached to the job / project the CE is assigned to.
View a step by step guide to creating tasks from a CE here
Daniel
We've added the functionality that allows you to create tasks for a job directly from the line items in a cost estimate.
Simply hover over the CE you want to task and click the "triple square" icon
for Generate Tasks.
Tasks will be created for an unassigned user and attached to the job / project the CE is assigned to.
View a step by step guide to creating tasks from a CE here