Hello everyone!
So I need some assistance here. I'm playing around with Agile Accelerator in a sandbox and I've created some new Record Types for the Work object (see attached screenshot). The reason I'm doing this is because I'm thinking "Work" is very similar to "Project". When I tried creating new Work with the Record Type "Roof Replacement" it gave me an error message though. What did I do wrong? And how can I fix it? To clarify, my goal is use Agile Accelerator as the project management tool for our roofing company and to build in the use of project templates.
Let me know if you have any questions! Thanks for your help!
Thank you,
Ariel
2 comments
Hi Ariel, glad to read you are getting to play with the accelerator. For the sounds of it you may be looking at Epics to hold those kind of 'project' think of stories as slides of it. Hope this helps!