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

How do 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 Main Menu.
  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.
Was this FAQ helpful?
1  out of  1  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.