Auto Create 'Projects'

Auto Create 'Projects'

Hi
Our company imports and exports large container loads of products. 
These products are generally not put in inventory, but are rather delivered straight to a manufacturing customer.

I am moving our department away from our old custom system and invoice system.
Our system involves a series of repeated steps for each container which require doing in succession, as well as uploading and keeping compliance records/documents at certain stages in the process.

I would like to see if zoho projects can automate the project creation page.

e.g Create a project number/description in Zoho and have it create x sub-projects for each container load. We can then autoload the task list for imports into each project

e.g Contract number 10000(10) / Product x to Customer y creates 10 sub projects
Sub Project 10000-01 / Product x to Customery y
Sub Project 10000-02 / Product x to customer y

Each of the sub projects for us would be a container delivery


      • Topic Participants

      • paul

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