welcome aders whether your business provides IT consulting construction or even event organizing services you can always benefit from a link between your sales app and your project app whenever a service is sold a project task or both can be automatically created this connection not only streamlines your services but also simplifies time tracking and invoicing and ultimately saves everyone time that sounds amazing because here at the Dinosaur Museum we are offering a whole new team building package would you possible to set it up together of course let's go ahead and take a look into rtb all
right let's start by going into our sales application and into products since the uh Dynamite team building is a completely new product we're going to go ahead and click on new we will set it up as a service of course and as soon as we click on that we have a couple more options showing up we have the invoicing policy which we will see more in detail uh in later videos so for now we'll just say that this is uh priced at a fixed price of let's say 800 and the field that really interests Us
in this case is create an order so here we can choose if you want just a task a project and a task or just the project to be created I will say for this example that we want a project and a task to be created I will save uh this product and let's go ahead and take a look at what it looks like in action so we'll go ahead and create a new quotation let's say for this customers here add a product We'll add our new Dynamite team building and hit confirm and as soon as
that's done you see that I have new smart buttons popping up here I have projects and I have tasks so I'll just go ahead and show you if I click on the tasks uh you see my one little task that was created and another thing that I could do is also I could go into to the project view right here and I will see that I have the dynamite team building task for Mr and Mrs digs by click on it I see my Canon View and my one task that was created automatically this is awesome
uh but at the moment the project feels a little bit empty do you think it would be possible to have it prefilled with some tasks automatically that's a great question uh because indeed when we sell service packages a lot of times we know that um as soon as a sale is made we will have to create the same uh kind of set of tasks to start working on so it is possible to set it up in ODU I will show you how let's go ahead and take a look at our all of our projects actually
because what we will do is we will create a new project that will essentially act as a template that we will then link to our uh sales prodject and uh it will be used by the system to create a new uh project every time I say sale is made with our Dynamite team building so let's hit new here we will call it Dino let's just call it dite team building and the important thing here is that the project needs to be buildable so it's possible to select it for our uh sales orders I'll click on
Create and we will have to start by designated our Canan stages uh let's say we will always have new on um let's say customer feedback customer it can of course be absolutely whatever you need for your specific business case and we'll create some tasks so this is the uh The crucial part so those are the tasks that we know we will have to handle each and every time we create a team building uh service package so let's say uh we will always need to confirm our participants right that's very important I need to know how
many people uh are coming then next thing we always need to do is finding a venue uh let's add that and we could also say uh something a little bit more fun every time we sell a dynamite team building package we provide the clients with custom made t-shirts so you always need to print the t-shirts for the event and I'll add this task we can even say that uh those tasks uh have some more features preconfigured so we could say that confirming participants is always the most important thing to do we can start it as
a high priority task uh we could also say that finding venue for example is always assigned to the same colleague because it's always uh Dina handling finding venues um and that's essentially it we could even drag and drop just for the the purpose of this exercise could drop and drag and drop one of the tasks um and now our project template is ready let's go back into the sales application into our products we have our Dynamite team building right here and this is the field that we're interested in this time so the project template I
will select Dynamite team building so the one that we have just created and go ahead and create another quotation of this product so let's say here uh Dynamite team building let me go ahead and hit confirm and you see that instead of having uh one task as before we already have four tasks created immediately in this new project linked to the sales order if I click on tasks it takes me to our content View and you can see that even though it looks exactly the same this is a new project uh created specifically for this
sales order so whatever I do here is only applicable uh here my template is still existing in my project application uh and I can continue doing my work so I can create more tasks I can work on these tasks uh and move forward with completing this team building so hopefully this was helpful for you in uh understanding how to use sales orders with your projects and tasks as well as using uh project templates uh thank you so much for watching and we'll see you in another video
