Previously, as part of our ‘How to ERP” series, we told you how to add project tasks within Intuit Enterprise Suite (IES). Recently, some new 'template' functionality for project and tasks has been incorporated into IES.
Templates allow you to group several tasks you commonly use with your projects. You can store your templates within the IES template library. You will save tremendous time by applying a template of tasks to your next or future project(s) rather than manually entering each task again.
To learn more about this new functionality, follow this link to our new platform and "the rest of the story."