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Create a project task from a project › Starting a project › Using Project Management › Project Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Insert a row into the project tasks list

You can create a new project task from the Project Task related list on the Project form. Administrators must enable this task-creation feature.

Before you begin

Role required: it_project_manager

Procedure

  1. In the Project form, navigate to the Project Tasks related list.

  2. Double-click Insert a new row.

  3. Select the green check mark.

  4. Open the new task and edit the record as required.

Parent Topic:Create a project task from a project