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CRM tasks on projects

edited Mar 8, 2023 9:43PM in Ask A Guru 5 comments

Hi all,

i have a question related to the INCLUDE CRM TASKS IN PROJECT TOTALS feature when it is enabled on a project.

Can i make the CRM tasks visible on the Resources->Time Tracking subtab? The CRM tasks apparently show up when time has been submitted on them (Actual Time) but they don`t appear if they are in a 'planned mode' let`s say- or just created, of course linked to the project. The ESTIMATED WORK includes them all, regardless of their status, and it becomes rather confusing to see a higher number of hours in the ESTIMATED WORK field and don`t have the full CRM tasks list visible anywhere on the project record (neither in the Schedule subtab nor in the Time Tracking).

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