Creating a Project Task on a Project

Professional Services Cloud

Notes:

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

To create a project task Closed :

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

Concepts

Tasks

Starting, Updating and Completing a Project Task

Creating a Project Task Hierarchy

Creating Preceding and Dependent Tasks

Assigning Resources to a Project Task

Starting or Completing Multiple Project Tasks

Mass Linking Project Task Assignments

Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Assignments from Project Tasks (Lightning)

Managing the Custom Columns, Groupings, and Custom Mappings Used When Creating Resource Requests from Project Tasks (Lightning)

Reference

Project Task Fields

Project Task Assignment Fields

Project Task Dependency Fields

Project Task Points History

Task-Based Resourcing Settings

Create Resource Requests from Project Tasks Lightning Fields

Create Assignments from Project Tasks Lightning Fields