From a Created Project
- Open the Project record and click the Tasks tab
- From the Tasks grid, click the Add icon, and in the new Task form, fill in all the mandatory fields, including Task Title, WBS, Priority, Responsible person, Scheduled Date / Time and End Date / Time, Estimated Effort, Status, Time Bill Category and Sub Cat, and Comments
- Click the Save icon
From an Approved Order via Project Template
- Open an approved Order
- Create a Project from the Extended Menu of an Approved Order
- You will be prompted to create this Project from a Project Template
- Select the Project Template closest to the desired format of your new Project – that is, that contains Project Tasks closest to what you are looking for
- All Tasks on the Project Template will transfer onto the new Project and may be edited as necessary
From an Existing Project Task
- From an existing Project to which you wish to add a similar Task, click on the Extended Menu and select “Copy Selected Task.” You will be prompted in a new window to select the Task aspects you wish to copy
- Select whichever aspects you wish to copy to the new Task and click OK
- The new Task will appear in the Tasks grid. Click the EDIT icon and make necessary edits directly in the grid
- Click the SAVE icon
For detailed information on Project Task Grid Header Fields and columns, please see article Project Task Grid Header Field and Column Definitions