Split "Automatically create projects and invoices" into separate toggles
A
Aishling
In Agreement template settings, there's a single toggle for "Automatically create projects and invoices." This is all-or-nothing — you either auto-create both, or neither.
Some people use external tools (like Notion, ClickUp, Asana) for project management and don't want projects automatically created in Moxie. But they still want invoices to be created automatically when an agreement is signed.
Another scenario: if you're booking client projects far in advance, you might not want a project created yet — only closer to the start date — but you still want the invoice generated immediately.
Right now, if you turn off the toggle to avoid auto-creating projects, you also lose the ability to auto-create invoices.
Requested feature:
Split this into two separate toggles:
— Automatically create projects
— Automatically create invoices
Not everyone uses Moxie for project management, and not everyone wants projects created immediately upon signing. Separating these toggles would make Moxie more adaptable to different workflows without forcing an all-or-nothing approach.