How do I create Tasks automatically when I create a Project? : PK4 Tech

How do I create Tasks automatically when I create a Project? Print

Created by: Geetha Lakshmi

Modified on: Thu, 11 Sep, 2025 at 4:59 PM

You can now automatically create related tasks along with a project by following the steps below.

We have introduced a new feature that allows you to create tasks related to a project at the time of creating the project in your org.

Steps to create a Project with related tasks:

Go to the Project Wizard tab.
Enter the Project Name and Description.
Attach any supporting files (Excel, Word, etc.) and add a description for the attached file, if needed.
Enter the number of people required for this project and the project start date.
Select the option to assign people to the project, then click Next.
The system will process the project creation and display the Project details along with the related Tasks, Risks, Budget, etc.
Review the details and click Save.

Your project will now be created along with the related tasks and assigned to the users based on the options you selected during setup.

You can view all created projects from the Resource Management tab. This tab also allows you to:

Geetha is the author of this solution article.

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How do I create Tasks automatically when I create a Project? Print