Predefined task lists as per Project type

Frappe Framework
1

Hi All,

I am new to ERPNext/Frappe.

I am working on an application that will have predefined list of tasks for each type of project. A list of tasks will be added automatically, when a new project will be created, as per the project type. That list should also be editable so the admin user can add/remove tasks.

For example, There would be 3 tasks for the ‘Web design’ type of Project:

  • Design
  • HTML
  • Deployment

These tasks will be added automatically for every ‘Web design’ type of project.

Is there anything similar that I can use for this?

Any advice would be greatly appreciated.

Thanks

2

You will need to do customizations for this. Refer to:

Custom Script
http://frappe.github.io/erpnext/user/manual/en/customize-erpnext/custom-scripts/

Doc events
https://frappe.github.io/frappe/user/en/guides/basics/hooks

1 Like
3

Thanks for the reply, it was really helpful.

4

Hello, anyone got a solution for this.??

5

hello Sir, This links arent working now. any solution for this sir?

6

Updates links

https://erpnext.org/docs/user/manual/en/customize-erpnext/custom-scripts

https://frappe.io/docs/user/en/guides/basics/hooks

7

Similar feature would be to have generic tasks that can be added to a project by dropdown when creating a new project.