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How do I add a new Project Task?

There are 2 ways to add new Project Tasks. First, standard tasks should be added from your “Project Tasks” screen. Click “Add”, and simply fill in a name for your Project Task. Click “Save” and the Project Task will now appear in your list of standard tasks. It is best to enter Tasks here that will be common to many projects, as you can easily add them to a project by clicking “Add All Standard Tasks” when setting up the project.

Secondly, you can add specific tasks to individual projects. Go to the Project details page of the required project (navigate to Clients, then click into the Client, and then the Project you are looking for), and click “Add Task”. Fill in the information requested and click “Save”. This Project Task will only apply to this project and will not be saved in your list of standard tasks. It is best to enter a task this way if it is not something that would usually apply to other projects.