Salesforce Integration Create Additional Tasks After Selecting Project Template
We make heavy use of the Salesforce integration, but one major problem continues to block work flows we'd like to implement: Once one or more tasks have been created from a Salesforce opportunity, Wrike no longer allows a Project template to be selected. We'd like to still be able to create sets of tasks from a project template, even if tasks already exist for the Salesforce opportunity.
Hi Scott, I would love to hear a little more about this. Can you tell me about the situations where you would want to add more than one template?