Project tasks

Project Tasks are normally defined with the overall project milestones in mind. They are designed to capture temporally the structure of the overall project lifecycle. For example a company would typically need Project tasks for Tendering, Estimating and Contract Management to mention a few areas.

Task Types are used to define and filter tasks. Most used are project and phase tasks.
Task Definitions must be accomplished elsewhere before a task can be added to a project.

Add a task instance to a project

Open the Project form: Toolbar > Project (or Menu bar > Data > Project)
Open the Tasks tab.
Right-click the gray pane, and select Add Task.
Select Task Type.
Select Task Definition.
When you right click in the Task trigger window, a context menu is available with different options.

Editing existing tasks

Right clicking on existing tasks in their highlighted rows reveals a context menu with multiple options for editing or adding tasks, which will again take you to the Task trigger window.