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 child task 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 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 an opportunity to a project task?
Table of Contents
Follow these steps to add an opportunity to a project task:
- Click the Menu icon.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open any Project Task record.
- Click the +New button in the Summary View.
- Click the Add or Create button.
- Select Opportunity.
- Hover over a record in the list of all existing opportunities to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click the Add Selected button present below the list.
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