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 change the template of a Project Task?
How do I create a Project Task from Quick Create?
Table of Contents
Yes, you can create a project task record by clicking the + icon, called Quick Create, present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:
- Click the + icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Project Task from Project.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
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