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?
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 (PT) from the Projects module?

You can create a PT through a Project with the +New button.

Follow these steps to add a PT from the +New button in projects:

  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open the required project.
  5. In the Summary view, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Project Tasks.
  8. Enter all the details.
  9. Click Save to create a Project Task.
    • Click Save and Continue to enter more information.
 ​​​​​​​​​​​​​​This newly created PT is linked to the selected project.
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