Tasks and activities (appointments, phone calls, notes, other activities) can also be created from the project and customer overview without having to go to the detail view.
To do this, you can mark one or more projects or one or more customers to the left of the project or customer name and then click on the central plus at the top. After that, the project or customer names are already filled in and you can easily create a task or an appointment as usual.
List View (sales projects and customer overview):
Kanban Board (sales projects)
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