How do I add a contact to a Project Task?

Follow these steps to add a contact 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 Contacts.
8. Here, you see two options on your screen:
   1. Select Contacts
      1. If you want to add an existing contact, select this option.
      2. Hover over a record in the list of all existing PTs 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 Contacts
      1. If you want to add a new contact, select this option.
      2. Fill in all the necessary details.
      3. Click Save to create a contact record.
         • Click Save and Continue to enter other information.

The linked contact will be seen in the Person widget in the Summary View of the PT record.