Create project tasks in several ways, even from other applications in the instance.
Before you begin
Role required: it_project_manager
About this task
You can create a project task using any of the following options.
Procedure
-
Use the Project Tasks related list.
-
Use the planning console.
-
Use the
project task creator.
Use a dialog box to create multiple tasks at one time. The project task
creator is available from both a project record and a project task
record.
-
By copying an existing project or task.
This option copies a selected task, or even a whole project, including all
child tasks.
-
From an
incident, problem, or change request.
The Project Task related list is also available from the Incident, Problem,
and Change Request forms. The tasks you create from these forms makes the
project task a child of the incident, problem, or change, rather than a
project.