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 create a Project Task (PT) from the Projects module?
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 add a document to a project task?
Table of Contents
Follow these steps to add a document to a project task:
- Click the Menu icon.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open any PT record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Documents.
- Here, you see two options on your screen:
- Select Documents
- If you want to add an existing document, select this option.
- Hover over a record in the list of all existing documents to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below of the list.
- Create Documents
- If you want to add a new document, select this option.
- Fill all the necessary details.
- Click Save.
- Select Documents
The linked document will be seen in the Documents widget in the Summary View of the PT record.
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