FAQs in this section
What is a Project Task ?
How can I adjust the duration of start and end date of a Project task from Gantt Chart ?
How can I change the color code of the task status on a Gantt Chart ?
How can I sort the project tasks on Gantt Chart ?
Why some of my Project tasks are not showing up on the Gantt chart of the related Project ?
Is it possible to delete a Project task from Gantt Chart ?
What are Project Tasks?
Is Project Tasks module available in Sales Enterprise edition?
How can I create a Project Task?
How can I create a Project Task (PT) from the Projects module?
How can I add a document to a project task?
How can I add an organization to a project task?
How can I add a case to a project task?
How can I add a timelog to a project task?
How can I add a contact to a project task?
How can I add a feedback to a project task?
How can I add an opportunity to a project task?
How can I add an internal ticket to a project task?
How can I export a project task record?
How can I print a project task ?
Can I change the template of a project task?
How can I create a project task from Quick Create?

How can I add a child task to a project task?

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

  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open any PT record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Child Task.
  8. Here, you see two options on your screen:
    1. Select Project Tasks
      • If you want to add an existing PT as a child task, select this option.
      • Hover over a record in the list of all existing PTs to display the radio buttons.
      • Click the radio button on the left side of the record to select the record.
      • Click Add Selected button present below of the list.
    2. Create Project Tasks
      • If you want to add a new PT as a child task, select this option.
      • Fill all the necessary details.
      • Click Save.

The linked PT will be seen in the Child Task widget in the Summary View of the PT record.
 

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