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How do I add an Organization to a Project Task?

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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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