Our sales team uses tasks (aka Task List), while our project managers use the Project Checklist Tasks. Unfortunately, Epicor has two checklist systems that are completely independent.
Since sales tasks eventually blur into project tasks (we won the bid, woohoo!), We need to give the sales team an easy way to see, add, and manager their project checklist tasks, without leaving their task list. Our project managers don’t want to go to a separate system (Task List) to add assigments for the salespeople. My thought was to add another panel (tab) to the Task List to show Checklist Tasks.
Is there a way to clone the entire project checklist tasks detail and list tabs into the Task List?
Or any other suggestions that might be better?