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Created by Guest
Created on Jun 26, 2026

Automated Tasks creation based off Products

If you could create a add on feature or built in. people would pay more for this.

In the catalog and extra tab on the product that says “Tasks” would help to create tasks on a product. such as.

Unifi Wifi 7 Access point Tasks
- Pre configuration
- Cable Roughed In
- Cable Tested
- Wap Mounted
- Wap Tested

When that sales team is building the quote/oportunity then, its building the task list out at the same time.

Other wise for a project that is large like 100 - 700k, it would take about 16-38hrs just to create a detailed task list. when this could just be automated. because you already know the products in the job and you already know what stage they are and the labour attached.

  • Attach files
  • Guest
    Jul 20, 2026

    If we can also have task based more on stages on a product.
    Like the attached.

    You might have a camera. You need to tick off that it has been roughed in and add a photo.
    Then you need to tick off that its been installed and add a photo. then programed.

    That way you can easily see the progress of the item.
    We currenlty use slack to do this.
    Then the techs add a picture at each stage so we can track it easily.