FAQs in this section
What are Project Tasks?
Is Project Tasks module available in Sales Enterprise edition?
How do I create a Project Task?
How do I add a document to a Project Task?
How do I add an Organization to a Project Task?
How do I add a case to a Project Task?
How do I add a time log to a Project Task?
How do I add a child task to a Project Task?
How do I add a contact to a Project Task?
How do I add feedback to a Project Task?
How do I add an Opportunity to a Project Task?
How do I add an Internal Ticket to a Project Task?
How do I export a Project Task record?
How do I print a Project Task ?
How do I change the template of a Project Task?
How do I create a Project Task from Quick Create?
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:
- Click the Main Menu.
- 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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