From CommenceCRM-Help
Jump to: navigation, search

1. Access the Projects module by clicking the Projects module tab. The Projects listing screen displays.

2. Click on any listed project name to see the detailed information about that account. The Project detail screen displays.

The multi-view screen presents project details in the top view and all related information in the Related Info lower view.

3. From the Related Info drop down menu, select Project Tasks.


Projects Related Info Drop Down.jpg


4. Click the New Task button. The New Project Task dialog displays.


Projects New Project Task.jpg


Return to Projects