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    Home  >   FAQs   >  How do I add an Organization 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 a document 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 an Organization to a Project Task?

    Table of Contents

    Follow these steps to add an organization to a project task:

    1. Click the Main Menu.
    2. Go to the Projects tab.
    3. Select the Project Tasks module.
    4. Open the required PT record.
    5. Click the +New button in the Summary View.
    6. Click Add or Create button.
    7. Select Organization.
    8. In the list of all the existing organizations, hover over a record to display the radio button.
    9. Select an organization by clicking the radio button.
    10. 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.

     

     

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