Field Service
Lynx Field Service - Project
Attach work orders to projects to plan large jobs as project tasks (kanban, planning, Gantt)
lynx_field_service_project
· v19.0.1.0.0
· Standard
What this solves
Lynx Field Service - Project
Run large, multi-visit jobs as a project while day-to-day work orders stay simple.
Most field work is one visit, one order — and should not carry project overhead. But some jobs are big: a mine development heading, a multi-week install, a phased retrofit. This bridge lets you attach a work order to a project so it shows up as a task on the project's board and planning, with the rest of that job's tasks, while unattached work orders remain plain standalone orders. Attaching is opt-in per order, so nothing is forced.
Key Features
Optional project link — a project_id on the work order; set it to plan the order in a project, leave it empty for a standalone order.
Auto-created task — attaching a project creates a linked project.task and keeps its name, customer, deadline and assignee in sync with the work order.
Two-way navigation — smart buttons jump between the work order and its project task.
Integrates With
project — creates and syncs project.task records.
lynx_field_service — links from field.service.order.
Depends on
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