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Query Regarding Project Organization in WorkSuite Script
Open
Project ID: CUS_000128
Willing to pay Fixed Cost ($800 - $1000 USD) - Posted: 15 Nov, 2023
Hello WorkSuite Support Team, I hope this message finds you well. I recently purchased the WorkSuite script from CodeCanyon, and I'm exploring its capabilities for managing projects and clients. I have a specific use case in mind, and I wanted to inquire about whether the script can accommodate this workflow. Here's what I'm trying to achieve: I want to create a recurring project that benefits multiple clients. This project will contain two or three services, and each service will comprise a set of tasks. Each task will have a designated team member responsible for it, or it could be assigned to the client themselves. My objective is to have a structured organization where, upon adding a client to a particul
Hello WorkSuite Support Team,

I hope this message finds you well. I recently purchased the WorkSuite script from CodeCanyon, and I'm exploring its capabilities for managing projects and clients. I have a specific use case in mind, and I wanted to inquire about whether the script can accommodate this workflow.

Here's what I'm trying to achieve:
I want to create a recurring project that benefits multiple clients. This project will contain two or three services, and each service will comprise a set of tasks. Each task will have a designated team member responsible for it, or it could be assigned to the client themselves.

My objective is to have a structured organization where, upon adding a client to a particular project, the first task from the first service within that project becomes visible to the team member responsible for it or to the client if it's their responsibility. After completing that task, the second task from the same service should appear, and so on until all tasks within that service are completed. Then, the tasks from the second service should follow the same sequence, and so on until all services and their tasks are completed.

When a new client joins, the same process should repeat, meaning that the first task from the first service relevant to the new client becomes visible to the responsible team member or the client.

This way, I can efficiently manage multiple clients within a single project.

Is there a way to achieve this level of project organization within the WorkSuite script, or is it necessary to create a new project each time a new client is added?

I am looking for a solution that allows me to save time in managing my projects by simply adding clients. If you have any additional tips or suggestions for achieving this, I would greatly appreciate your insights.


I appreciate your assistance and guidance on this matter. If you need any further clarification or information, please do not hesitate to ask. Thank you for your support.

Best regards,
Yotajir Biz Business
Soufiane Alaoui
🔥 Urgent 🛠 Customizing
Yotajir Biz
Yotajir Biz

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