Creating Tasks and Associated Activities

Complete the procedure in this topic to create a task and associated activities.

To create a task and associated activities

  1. Navigate to the Projects screen, then the List view.

  2. In the Project list, drill down on the Name field of the project.

  3. Navigate to the Tasks view.

  4. In the Tasks list, create a new record and complete the necessary fields.

  5. In the Tasks list, drill down on the Name field.

  6. In the Activities list, create a new record and complete the necessary fields.