FAQs in this section
What is a Project Task ?
How can I adjust the duration of start and end date of a Project task from Gantt Chart ?
How can I change the color code of the task status on a Gantt Chart ?
How can I sort the project tasks on Gantt Chart ?
Why some of my Project tasks are not showing up on the Gantt chart of the related Project ?
Is it possible to delete a Project task from Gantt Chart ?
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?

Follow these steps to add a document to a project task:

  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open any PT record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Documents.
  8. Here, you see two options on your screen:
    1. Select Documents
      1. If you want to add an existing document, select this option.
      2. Hover over a record in the list of all existing documents to display the radio buttons.
      3. Click the radio button on the left side of the record to select the record.
      4. Click Add Selected button present below of the list.
    2. Create Documents
      1. If you want to add a new document, select this option.
      2. Fill all the necessary details.
      3. Click Save.  

The linked document will be seen in the Documents widget in the Summary View of the PT record.

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