Basics of Project Management › Exploring Project Management › Project Management › Project Portfolio Management › Strategic Portfolio Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Project tasks

Create project tasks in several ways, even from other applications in the instance.

Before you begin

Role required: it_project_manager

You can create a project task using any of the following options.

Use the Project Tasks related list.

This related list is available from both a project record and a project task record. You can use the New UI action or insert a new row in the related list.
Use the planning console.
Use the project task creator.

Use a dialog box to create multiple tasks at one time. The project task creator is available from both a project record and a project task record.
By copying an existing project or task.

This option copies a selected task, or even a whole project, including all child tasks.
From an incident, problem, or change request.

The Project Task related list is also available from the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project.