Home  >   FAQs   >  How can I add a case to a project task?

How can I add a case to a project task?

Table of Contents

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

  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open any Project Task record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Cases.
  8. Here, you see two options on your screen:
    1. Select Cases
      1. If you want to add an existing case, select this option.
      2. Hover over a record in the list of all existing cases 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 Cases
      1. If you want to add a new case, select this option.
      2. Fill all the necessary details.
      3. Click Save.

The linked case will be seen in the Issues widget in the Summary View of the PT record.
 

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.