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

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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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