Create Tasks from the line items in a Cost Estiamte

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

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