Create Project and assign Tasks it to Users : PK4 Tech

How do I create a new project in the Project Management app? Print

Created by: Geetha Lakshmi

Modified on: Mon, 4 Apr, 2022 at 1:22 PM

You can create a new project from the Project Management app in Salesforce and also assign Tasks to the users that report to you.

To create a new Project

Go to the Project Management tab in Salesforce
Click the New Project button, you see the pop up as in the screenshot below
Enter the Project name, Start Date, End Date, and description, and click the Save button
A new project is now created in Salesforce.

To assign Tasks

Once the project is created, you see it in the Projects list on the Gantt screen,
Click the + button to assign a Task to the users
Once you click the + button, you see a small popup enter the Task details and select the user from the Assignments list
Click the Done button,
The Task is now assigned to the user.

Geetha is the author of this solution article.

Did you find it helpful? Yes No

How do I create a new project in the Project Management app? Print