Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I add a child task 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 case to a Project Task? How do I add a time log 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 child task to a Project Task?

    Table of Contents

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

    1. Click the Main Menu.
    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.
     

    Was this FAQ helpful?
    0  out of  1  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger