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  • Release version
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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Project Management Project tasks Create a project task

    Create a project task

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    Create a project task

    You can create project tasks in various 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 the Project Tasks related list. This related list is available from both a project record and a project task record. You can use the New UI action or insert a new row in the related list.
    • Using the planning console.
    • Using 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.
    • Create a project task from a project

      Create tasks from the Project form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields.

    • Create a task from an incident, problem, or change request

      You can create a new project task from the Project Task related list on 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.

    • Create tasks from project task creator

      Use the project task creator to create multiple tasks at once.

    • 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.

    • Copy an existing task or project

      Save time when building a project by copying tasks from other projects.

    • Create a task from a project task template

      You can save a project task as a template and reuse it when creating a task.

    Related tasks
    • Create a milestone
    • Accept or reject project task notifications
    Related concepts
    • Project task relationships and dependencies
    • Change requests and project tasks
    • Project task checklists
    • Task resources

    Tags:

    Feedback
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    Release version
    Choose your release version

      Create a project task

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create a project task

      You can create project tasks in various 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 the Project Tasks related list. This related list is available from both a project record and a project task record. You can use the New UI action or insert a new row in the related list.
      • Using the planning console.
      • Using 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.
      • Create a project task from a project

        Create tasks from the Project form. The fields appear when the Project Portfolio Management is active and the Project form is in the Basic view. Configure the form to display the fields.

      • Create a task from an incident, problem, or change request

        You can create a new project task from the Project Task related list on 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.

      • Create tasks from project task creator

        Use the project task creator to create multiple tasks at once.

      • 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.

      • Copy an existing task or project

        Save time when building a project by copying tasks from other projects.

      • Create a task from a project task template

        You can save a project task as a template and reuse it when creating a task.

      Related tasks
      • Create a milestone
      • Accept or reject project task notifications
      Related concepts
      • Project task relationships and dependencies
      • Change requests and project tasks
      • Project task checklists
      • Task resources

      Tags:

      Feedback

          Share this page

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