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    Home  >   FAQs   >  How do I add a document to a Project Task?
    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 create a Project Task (PT) from the Projects module? 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 add a document to a Project Task?

    Table of Contents

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

    1. Click the Main Menu.
    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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