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Thread: Use same tasks for every new project?

  1. #1
    dekleinemedia is offline A Prolific Poster
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    Default Use same tasks for every new project?

    Hello,

    I'm new on this community and i have a question about the project module.

    At this moment you have to create new tasks, with every new project you create. But i would like to know if it is possible to use the same tasks over and over again everytime i create a new project. So the projectnames change, but the projecttasks won't change.

    For example;

    New project:
    Project 1 --> ProjectTask 1 + ProjectTask 2 + ProjectTask 3 + ProjectTask 4 etc etc.

    New project:
    Project 2 --> ProjectTask 1 + ProjectTask 2 + ProjectTask 3 + ProjectTask 4 etc etc. (the same tasks that i used before in Project 1)

    I hope someone can help me with this one. Maybe it is possible to use some others solution for this?

    Thanks.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Use same tasks for every new project?

    Actually you need new project tasks for each project, once different users will be assigned to them and they will be accomplished in different time (days, months, years) and hopefully the way they will be accomplished may change.
    So what you can do:
    Create a logic_hook before_save on Project which create the initial project tasks for this new project from a template.

    Ping me on skype (dtokeefe) if you would like to discuss this project.

    Kind regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    dekleinemedia is offline A Prolific Poster
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    Default Re: Use same tasks for every new project?

    Quote Originally Posted by andopes View Post
    Actually you need new project tasks for each project, once different users will be assigned to them and they will be accomplished in different time (days, months, years) and hopefully the way they will be accomplished may change.
    So what you can do:
    Create a logic_hook before_save on Project which create the initial project tasks for this new project from a template.

    Ping me on skype (dtokeefe) if you would like to discuss this project.

    Kind regards
    Hi thanks for your reaction.
    I'm pretty new with sugar so i don't know how to create a logic_hook and where to save this.
    Can you please explain this to me?

    Thank you

  4. #4
    Oglesby is offline Junior Member
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    Default Re: Use same tasks for every new project?

    Hi,

    I actually have the exact same question but the answer andopes gives doesn't make much sense to me. I am a returning Sugar member, I used it in 2006 and am in the process of introducing my new company to it. I would like to set up a Project template in which the same project tasks are created.

    For example:
    Each project will havethe following tasks:
    Contract Signed/Down Payment Received
    Purchasing
    Permitting
    Sub-Contractors
    Insurance
    Accommodations
    Auxiliary Equipment

    So the main question is: Can we create project templates?

    Thanks,
    ~Rebecca

  5. #5
    jprojixx is offline Junior Member
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    Default Re: Use same tasks for every new project?

    I am having the same issue , is it even possible to create a project template in community edition 5.2 ?

  6. #6
    davis14il is offline Junior Member
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    Default Re: Use same tasks for every new project?

    and another question in the range:
    whats the big differance between project , project-task and tasks ?
    my client need only on simple level. does it mater what to work with ?

  7. #7
    dlorenzetti's Avatar
    dlorenzetti is offline Sugar Community Member
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    Default Re: Use same tasks for every new project?

    Hello everyone.

    To make logic_hooks take a look on this page:

    http://www.redinkdesign.net/node/6


    Cheers,
    Diego
    Diego Lorenzetti
    Lampada Global Services - Open Source Solutions
    Phone: +55 11 3237-3110
    Email: equipe@lampadaglobal.com
    Site: www.lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

  8. #8
    dekleinemedia is offline A Prolific Poster
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    Default Re: Use same tasks for every new project?

    [QUOTE=Oglesby;172058]Hi,

    I actually have the exact same question but the answer andopes gives doesn't make much sense to me. I am a returning Sugar member, I used it in 2006 and am in the process of introducing my new company to it. I would like to set up a Project template in which the same project tasks are created.

    For example:
    Each project will havethe following tasks:
    Contract Signed/Down Payment Received
    Purchasing
    Permitting
    Sub-Contractors
    Insurance
    Accommodations
    Auxiliary Equipment

    So the main question is: Can we create project templates?
    This is exactly what I need.
    Unfortunately in CE there isn't the possibility to create project templates. I wonder if it is possible to use any solution by creating a logic_hook ?
    Kind regards,

    De Kleine Media


    SugarCRM CE v.5.2.0h
    Windows platform
    MySQL v.5.1
    phpMyAdmin - 2.11.2.2
    Apache Server v.2.0

  9. #9
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Use same tasks for every new project?

    Actually you can create a logic_hook before_save for Project module.
    Inside this logic hook you need to check if the given project is a new one.
    If yes so you can create all pre-defined Project Tasks:

    • Contract Signed/Down Payment Received
    • Purchasing
    • Permitting
    • Sub-Contractors
    • Insurance
    • Accommodations
    • Auxiliary Equipment


    You may set these project tasks on an array, walk from its and create one by one and assign all of them with the new project.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  10. #10
    dekleinemedia is offline A Prolific Poster
    Join Date
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    Default Re: Use same tasks for every new project?

    Actually you can create a logic_hook before_save for Project module.
    Inside this logic hook you need to check if the given project is a new one.
    If yes so you can create all pre-defined Project Tasks:
    • Contract Signed/Down Payment Received
    • Purchasing
    • Permitting
    • Sub-Contractors
    • Insurance
    • Accommodations
    • Auxiliary Equipment


    You may set these project tasks on an array, walk from its and create one by one and assign all of them with the new project.

    Cheers


    Hi André,

    Could you please show me some code of how (for example the file new_project_hook.php should look like? I appreciate
    Kind regards,

    De Kleine Media


    SugarCRM CE v.5.2.0h
    Windows platform
    MySQL v.5.1
    phpMyAdmin - 2.11.2.2
    Apache Server v.2.0

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