Working with projects and tasks

Track by Project can be activated by setting the second option Timesheets on project for Track Service on product configuration under Invoicing Policy. Using this configuration on the product, a new project will be created when the service product will be sold. It is useful when you have to create an invoice based on multiple users timesheets, working on the different tasks for the project.

In a long-term project, where project stages are important to maintain the flow and quality of each task, you can have a new task on the sales of service instead of creating a new project. This approach is called Track by Task.

Let's see how to create a long-term project to track the task flow with stages. Each time you ...

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