Project Management
Shows all the FAQ's related to Project Management
There are multiple tabs where you see the Task Assignment details in the Project Management app You see the user details in the "All Tasks" s...
Fri, 23 Dec, 2022 at 6:24 PM
Managed Projects and Task Assignments in the Project Management App Only Projects with the Managed Project checkbox enabled are available for Task Assig...
Thu, 6 Mar, 2025 at 1:36 PM
No, a TimeTracker user cannot create Task Templates. Only the Project Manager or a user with access to the "Template Projects" tab can create Tas...
Thu, 6 Mar, 2025 at 1:50 PM
A user who does not have Task Assignments on a project cannot see the Task Assignments of a project. However, they can see tasks that are created in the...
Thu, 6 Mar, 2025 at 1:54 PM
Customer Billing Methods in Project Management There are two ways to bill the customer: Project Hourly Rate Hourly Billing Rate 1. Project Hourly Rate...
Thu, 6 Mar, 2025 at 3:25 PM
The Project Management module is designed for project planning, resource allocation, and scheduling. It enables Project Managers and teams to effectively ma...
Thu, 6 Mar, 2025 at 5:18 PM
There are 3 types of Task hours in Salesforce. This article explains more about the hours on the Tasks. Total Hours on Task, Assigned hours to the...
Thu, 6 Mar, 2025 at 5:41 PM
Quick Actions in the Gantt Tab The Gantt tab allows you to quickly Edit, Assign, or Delete tasks using quick action functions. How to Use Quick Actions: ...
Thu, 6 Mar, 2025 at 5:45 PM
Creating a Task in Project Management To create a new Task, follow these steps: Navigate to the Gantt tab in the Project Management module. Select th...
Tue, 22 Apr, 2025 at 11:13 AM
Assigning a Task Using Drag and Drop functionality, You can easily assign tasks to users using the drag-and-drop method in the Gantt tab. Steps: ...
Wed, 21 May, 2025 at 10:39 AM