Project Module - Intro
Introduction into the project module
The project module is a powerful tool that you can use to track internal and external projects. Learn a little more about it in this video.
Create a Project
Basic project creation in Stride Project
Create a project to track internal and external project. Assign responsible team members.
Auto-create a task in a project
Create a task in a project when a Sales Order is confirmed
This video shows how you can create a task in a project through creation of a sales order. Make sure to watch the "Project - Create a Trigger Product" video to understand how to configure a trigger product.
Create a Trigger Product
How to create a trigger product that upon being sold creates a task in a specified project.
This video shows you how to easily create a product that, once it is sold, can create a task within a project. Useful for service based products that can be sold online or over the phone.