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Thread: Tasks linked to Projects

  1. #1
    MurrayE is offline Sugar Community Member
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    Default Tasks linked to Projects

    Hi

    Is there a specific reason why Sugar does not have the Tasks from the Activities module linked to the Projects module under the Activities tab below a selected project, It only gives an option to view calls, meetings, and archived emails. The tasks in Activities can be linked to a project but can't be monitored as part of that project - is this deliberate.

    I am about to start training so this kind of information is always useful in terms of helping people to get the most from using the system.

    Hope someone can help.

    Kind Regards

    Emma
    Emma Murray
    WelTec (Wellington Institute of Technology)

  2. #2
    wksantiago is offline Junior Member
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    Default Re: Tasks linked to Projects

    I have the same issue and i have version; Version 4.5.1d (Build 1273)

  3. #3
    acox is offline Sugar Community Member
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    Default Re: Tasks linked to Projects

    Same problem here too. A task is a task is a task......

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Tasks linked to Projects

    Hi, MurrayE.

    The Task that is shown in Activities module means a regular task, like "Answer e-mails", wich is a regular activity like call, meeting, email.
    The ProjectTask is a specific Task related to project management. You can see that once a project task is linked to a project the estimate time and actual time of the project task is updated to same fields in project.
    In a project management you have tasks assigned to someone and that will spent some time. It is the purpose of project task.

    I agree with you that the project task could be shown in the Activities module because all project tasks are tasks at all, but not all tasks are project tasks.

    I hope had helped you.

    Cheers.

    André Lopes
    Lâmpada Global Services
    Av. Angelica, 1814 cj. 1502
    São Paulo, SP 01228-200
    tel1. 55 11 3668-6776
    tel2. 55 11 3822-2581
    cel. 55 11 7636-5859
    e-mail: info@lampadacrm.com.br

    Quote Originally Posted by MurrayE
    Hi

    Is there a specific reason why Sugar does not have the Tasks from the Activities module linked to the Projects module under the Activities tab below a selected project, It only gives an option to view calls, meetings, and archived emails. The tasks in Activities can be linked to a project but can't be monitored as part of that project - is this deliberate.

    I am about to start training so this kind of information is always useful in terms of helping people to get the most from using the system.

    Hope someone can help.

    Kind Regards

    Emma

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