Adding Tasks to Projects
This page explains how to use the Projects Tasks page in TeamConnect to assign users and tasks necessary for completing a project or milestone. It allows you to designate responsibilities and track task completion to ensure project milestones are met efficiently.
You can change task assignments at any time and also assign tasks to yourself.
The procedure for creating and editing project tasks is the same as it is when you are creating or editing a task using the Calendar area.
To create a task for a project
- Search for a project and open it.
- In the left pane, click the Activities link.
- Click New.
The task record screen opens to the General page, and the project automatically displays in the Project field. - To continue, see step 4 in Creating a Task Manually.
To edit a task from the Activities page, click the task and click Edit.