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 export a Project Task record?
How do I print a Project Task ?
How do I create a Project Task from Quick Create?
How do I change the template of a Project Task?
Table of Contents
Yes, follow these steps to change the template of a project task:
- Click the Main Menu.
- 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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