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 child task 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 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 export a Project Task record?
Table of Contents
Follow these steps to export a project task:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Tasks module.
- In the List View, Hover over any project task record to display the radio button on the left side.
- Click the radio button.
- Click the Export button.
- Select any one of the following options:
- Export Selected Records- This option will export only the selected record.
- Export data in current page- This option will export the records on the current page.
- Export all data- This option will export all the data in all the pages of the Exports module.
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