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    Home  >   FAQs   >  How can I create a Project Task (PT) from the Projects module?
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    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?

    Table of Contents

    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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