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Siebel Professional Services Automation Guide > Project Management >
Creating Tasks
End users can use tasks to group activities together logically. Tasks function as containers for groups of related activities. In this version of Siebel Professional Services Automation, tasks can be imported from Microsoft Project into Siebel Professional Services Automation, and can be exported from Siebel Professional Services Automation to Microsoft Project. For more information about using Microsoft Project with Siebel Professional Services Automation, see Microsoft Project Integration. There are two parts to creating and using a task: creating the task record, and then adding new activities to the task.
To create tasks
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- In the Projects list, select the project with which the tasks will be associated.
- Click the Tasks view tab.
- In the Tasks list, add a new record.
- Complete the necessary fields. Some fields are described in the following table.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |