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?

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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube