Taskflow Project Automation Fields
Inactive Box – checking this box will inactivate the project. This will remove it from all active lists and removes the project from bulk rollover as well. You are inactivating the project for any future use. When a client leaves the firm, you will want to inactivate all client templates, projects and client record. Keep in mind you don’t want to inactivate a project or client record if there is unbilled WIP related to this project. If you need to bring this project back to an active project you...