This guide shows you how to switch on the Work Project Auto Create extension so a Time & Materials work project is created automatically for every new customer. For what the extension does and why you'd use it, see Work Project Auto Create extension: what it does.
Install and enable
- Go to Settings → Marketplace Extensions.
- Find the Work Project Auto Create card (search for "auto create" if it's quicker), and click it to review the details and required permissions.
- Click Install to add it to your system.
- Click Enable. Because this extension has settings, a configuration drawer opens — choose your options (below) and click Enable to finish.
Settings
This extension has two settings, both on/off switches:
- On customer create — automatically create a Time & Materials work project when a new customer is created. On by default. Turn this off to pause auto-creation without uninstalling.
- Activate on create — activate the new work project immediately. On by default. When turned off, the project is created in Draft status so it can be reviewed first.
You can change these any time after enabling: click Configure on the card, adjust the switches, and click Save. These options also live on the dedicated Work Projects settings page (Settings → Work Projects).
Using it day to day
Once enabled, it works on its own. Each time you add a new customer, a linked Time & Materials work project is created automatically — either Active or in Draft, depending on your Activate on create setting. You'll find the new project under the customer's work projects, ready to track time and materials against.
To pause it, either turn off On customer create in the settings, or open the card and click Disable — your settings are kept and it can be re-enabled. To remove it completely, click Uninstall and confirm; this purges the extension's stored values.
Tip: if you'd rather check each project before it goes live, turn off Activate on create so new projects land in Draft — then you can review and activate them on your own schedule.
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