FAQs in this section
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:
- Click the Menu icon.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open the required project.
- In the Summary view, click the +New button on the right-hand side top corner of the screen.
- Click the Add or Create button.
- Click on Project Tasks.
- Enter all the details.
- Click Save to create a Project Task.
- Click Save and Continue to enter more information.
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