Remove or re-assign Task sync from Project to CRM
I have a project template that has a lot of tasks & tasks with long checklists. This project gets re-created and repeated every 2 weeks.
From within the project template creation place, under each task's 'other actions', I've checked 'Add to Zoho CRM' for all the tasks.
Now I want to either stop some of the tasks from being sent to CRM, or re-assign some of the tasks to another user.
I can't see any way to do either, whether in the Template (which is most preferable) or at the active project level.
I don't want to have to re-create the entire template in order to do this, because it's big, and I don't want to have to add each task to crm each 2 weeks, but I do need to be able to change that assignment occasionally.
Please help!