ForceDotComLabs/Milestones-PM — Issue #56: How to automatically create a project which has preset milestones and tasks
Author: voipman
Created: 2012-02-16 09:23:08+00:00
State: open

Hi,

I have a specific requirement which is that when an Opportunity is set to a specific stage, a trigger will then copy the contents of the latest quote to a Milestones project, ready for the Service Delivery team to provision.

1) the Project would be the Quote
2) the Milestones would be the Quote Line Items
3) the Tasks would be pre-defined

So my questions:

a) is there such a trigger defined anywhere or would I have to get a consultant to write one?
b) more importantly is there a way to have the concept of a "Task Templat" where when a specific Milestone is created (maybe identified by name) then a set of underlying tasks are also created.

Sorry if this is the wrong forum for this but I sort of just clicked around and ended up here :-)