Project Management – Project Tasks

A feature of RapidStart CRM Project Management Addon is the ability to break large Projects into multiple Project Tasks. You can create up to 250 Project Tasks for a Project.

Adding Project Tasks

On the Project form “πŸ“˜ PROJECT SUMMARY” tab above, and the “πŸ”§ PROJECT TASKS” tab below

Viewing Project Tasks

You can view Project Tasks in a couple of different ways

On the “πŸ”§ PROJECT TASKS” tab of a Project Record

From “πŸ”§ All Tasks” in the Sidebar. This displays all Active Task records for all Active Projects.

You can also view and adjust Project Tasks on the Interactive Schedule. See “Project Schedules” in documentation.

Editing Project Tasks

You can open a Project Task by clicking on the “πŸ”§ Task Name” from either of the above views.

The Project Task Form is a key component of the Project Management capabilities

(1) There is a tab to “πŸ•’ TASK TIME”Β which is discussed elsewhere in this documentation
(2) The “πŸ”§ Project Task Information” Pane displays the related “πŸ› οΈ Project”,”🏒 Account” and/or “πŸ‘€ Project Contact” and the “πŸ”— Predecessor” task if needed
(3) The “🏒 Subcontractor” Pane displays information about the Subcontractors if any
(4) The “πŸ”§ Task Details” Pane display information about the Task
(5) The “πŸ•’ Task Time” Pane displays information about the Budgeted and Actual Time for the Task
(6) Project Task specific “πŸš€ Quick Steps”