FAQs in this section
What are Project Tasks?
Is Project Tasks module available in Sales Enterprise edition?
How do I create a Project Task (PT) from the Projects module?
How do I add a document to a Project Task?
How do I add an Organization to a Project Task?
How do I add a case to a Project Task?
How do I add a time log to a Project Task?
How do I add a child task to a Project Task?
How do I add a contact to a Project Task?
How do I add feedback to a Project Task?
How do I add an Opportunity to a Project Task?
How do I add an Internal Ticket to a Project Task?
How do I export a Project Task record?
How do I print a Project Task ?
How do I change the template of a Project Task?
How do I create a Project Task from Quick Create?

How do I create a Project Task?

Follow the steps below to create a PT:

  1. Click the Main Menu.
  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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