I'm using the latest version (which is quiet different than the one in the video)
Here is the question:
If you want a project and tasks to be created when a sales order is confirmed, which of the following service tracking options do you need to pick?
and the possible answers:
- Create a task in sales order’s project. ← the good one
- Create a new project but no task.
- Create a task in an existing project.
- Timesheet on tasks.
I don't see any "service tracking" option in the quotation and there's no way to create a task in the SO unless you mean "product".
I tried to make the workflow on a test db and I didn't create the tasks in the project, I also didn't see a way to specify a template project.