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

    Table of Contents

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

    1. Click the Main Menu.
    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.
     

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