FAQs in this section
What is a Project Task ?
How can I adjust the duration of start and end date of a Project task from Gantt Chart ?
How can I change the color code of the task status on a Gantt Chart ?
How can I sort the project tasks on Gantt Chart ?
Why some of my Project tasks are not showing up on the Gantt chart of the related Project ?
Is it possible to delete a Project task from Gantt Chart ?
What are Project Tasks?
Is Project Tasks module available in Sales Enterprise edition?
How can I create a Project Task (PT) from the Projects module?
How can I add a document to a project task?
How can I add an organization to a project task?
How can I add a case to a project task?
How can I add a timelog to a project task?
How can I add a child task to a project task?
How can I add a contact to a project task?
How can I add a feedback to a project task?
How can I add an opportunity to a project task?
How can I add an internal ticket to a project task?
How can I export a project task record?
How can I print a project task ?
Can I change the template of a project task?
How can I create a project task from Quick Create?

How can I create a Project Task?

Follow the steps below to create a PT:

  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Click +Add Project Task button.
  5. Fill in all the necessary details.
  6. Click Save to create a PT record.
    • Click Save and Continue if you wish to add other details to the PT.

       


     
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