Insert a row into the project tasks list

You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature.

Before you begin

Role required: it_project_manager

Procedure

  1. In the Project form, navigate to the Project Tasks related list.
  2. Double-click Insert a new row.
  3. Click the green check mark.
  4. Open the new task and edit the record as required.