Agreement package pulls in project tasks
B
Bec Lloyd
When selecting a package option from the templates, it pulls all the tasks I've set up in the project template which makes no sense to me. Then I have to delete everything which is very time consuming (one by one, so I don't even bother using one of the templates).
It also doesn't pull in the description that's set in the project template which is kind of the whole point for templates. Unless this is a bug?
I feel the packages should be separate, perhaps part of the 'products and services' section of our account where we can set a price, description of deliverables etc.
There also doesn't seem to be an option to save a package as a template if created directly in the agreement. This would be good to add.
A
Aishling
I had the same issue where it pulled in all the project tasks as line items within the package. It happened in one case but not another, when I was adding packages to an agreement template.