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

  • Creator
    Topic
  • #18111

    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
  • #18115
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    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

    #18136

    odaepo
    Participant

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

    #18146
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    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.

    #18151

    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

    #18160
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    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.

    #18203

    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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