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?

Yes, follow these steps to change the template of a project task:
  1. Click the Main Menu.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open any Project record.
  5. Click the More button.
  6. Click the Print button.
  7. 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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