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Adding Tasks to Projects

Use the Projects Tasks page to designate the users and assignments that are needed to complete a project or milestone.

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

  1. Search for a project and open it.
  2. In the left pane, click the Activities link.
  3. Click New.
    The task record screen opens to the General page, and the project automatically displays in the Project field.
  4. To continue, see step 4 in Creating a Task Manually.

To edit a task from the Activities page, click the task and click Edit.

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