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Creating tasks from an estimate

Map tasks, activities and milestones from your approved estimate.

Updated over a year ago

Wiplist tasks can be generated from your estimate, eliminating the need for duplicate data entry, and transferring line items with internal costs.

From your estimate, navigate to Actions, select Create Tasks from the drop-down menu, confirms Create Tasks.

The tasks has been created and display in the Project tab for you to assign, include due dates and track progress.

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