Can I change the template of a project task?
Yes, follow these steps to change the template of a project task:
- Click the Menu icon.
- Go to the Projects tab.
- Select the Project Tasks module.
- Open any Project record.
- Click the More button.
- Click the Print button.
- You can choose any of the below options:
- Edit & Export - You can edit the project task and export it to your local system.
- Email with PDF - You can email the project task record as a PDF to the contact.
- Print - You can print the project task and keep a hard copy.
- Save as PDF - You can save the project task as a PDF on your local system.
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