We're reclaiming inactive PDIs to keep them available for active builders. Learn what's changing, who's affected, and how to protect your work. Read More

Applying the Task templates on the existing project

Balaji Eranti
Tera Contributor

Hello All,

I have a requirement to create 

1) Customer Project ( Customer Account ) 

2) Project Task ( for each location-L1  ) 

3) Creating as sub-task to fulfill the SOMT order tasks like 

          Assign Engineering Resources (primary)
          Pick/Rack equipment for configuration
         Remote into equipment and configure (primary)
         Prepare and ship equipment to customer
         Coordinate with customer for install date / schedule on-site resource (FSM >21 days)
         Schedule Install
         Perform Install (Primary)
        (Cloud) Coordinate with Engineer to provision services remotely
       (Cloud) Perform non-hardware installation and configuration (primary)

If i get another SOMT order for the same Customer account then i need to create one more Project task-L2 and repeat above all sub-task.

Is there any OOTB functionality to create sub-tasks under task template and apply this template on existing project for each parent project task? 

0 REPLIES 0