Creating a Project Task on a Project

Notes:

• The main procedure is for users of record pages supplied by FinancialForce from Fall 2020.
• From Fall 2020, if you are not using the pages supplied by FinancialForce, your administrator can add the PSA Actions: Project Tasks component to the project record page.

To create a project task A unit of work or collection of work associated with a project.:

1. On a project record, click Actions | Project Tasks | New Project Task. The New Project Task window opens.
2. Complete the fields described in Project Task Fields.
3. Click Save.