Follow these steps to add an internal ticket to a Project Task:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open any Project Task record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Internal Tickets.
- Here, you see two options on your screen:
- Select Internal Tickets
- If you want to add an existing internal ticket, select this option.
- Hover over a record in the list of all existing internal tickets 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.
- Create Internal Tickets
- If you want to add a new internal ticket, select this option.
- Fill all the necessary details.
- Click Save to create the internal ticket.
- Click Save and Continue to enter other information.
The linked internal ticket will be seen in the Internal Tickets widget in the Summary View of the Project Task record.