This feature is useful for companies that sell services that require further processing or execution (e.g. design development, consulting, training, etc.).
Example: Design Development service
The client purchases a service to be performed by the team. After placing the order, the system automatically creates a task in the corresponding project.
1. Settings
1.1. Creating and configuring a project
- Go to the "Projects" module.
2. Create a new project. Enable the "Invoice" option (required - otherwise the project will not appear in the list when creating a product).
3. If the desired project already exists, then the "Invoicing" option can be added through the settings.
4. Configure project task processing stages.
1.2. Creating a product or service
- Go to products and create a new product, for example, "Design Development."
2. Specify the product type: Service.
3. Specify your billing policy: fixed price or based on time spent (entered manually or via timesheets).
4. In the "Create order" tab:
- Select the "Create task" option.
- Specify the desired project in which the task should be created.
If the project is not displayed in the list, check if the "Invoice" option is activated.
You can also create a new project directly from the product card:
- Click "Search More" - "New", enter the project name.
2. Placing a customer order
- Go to the Sales module and create a customer order (commercial quotation).
- Add a product or service to the order (for example, “Design Development”).
- Confirm the order.
3. Result
After confirming the order:
- A new task will automatically be created in the corresponding project.
- You can immediately open this task, assign a performer, add stages, and monitor the status of the task.
