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?

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:

  1. Click the + icon displayed on the top right side of your screen.
  2. Click Show all to view all the modules you can create records in using Quick Create.
  3. Select Project Task from Project. 
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details. 
  3. Clicking Cancel discards all the information you entered.
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