Follow these steps to add an organization to a project task:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open the required PT record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Organization.
- In the list of all the existing organizations, hover over a record to display the radio button.
- Select an organization by clicking the radio button.
- Click Add Selected button at the bottom of the list.
The linked organization will be displayed in the Accounts Widget in the Summary View of the PT record.