Best Practice - CRM-Cases or Project or both?
We are new to Zoho. Have implemented much of CRM. Played around a bit in Projects. My ?....I have a boiler plate task list for all my new accounts. My maximum time for setup and training is a couple of weeks. Projects seems like overkill but I don't see where I can make a template of tasks in Cases. Cases seems the appropriate forum for the 5-6 tasks that we have for each new client.
Is there a way to make a template of tasks within CRM or should I go for Projects...where it seems there is the ability to create task templates.
Thanks