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Associate a task with a project

A task can be assigned to the project immediately by creating it in the "requisitions" or "request" tab of the project. The tasks created here receive a link to the project, which appears on the "Header data" tab of the task.

To create a requisition or request for a project, click on the "New" button

 

Tab "requisitions" in the project

 

Attention:

The delete button “Red X” does not remove the link to the project, but deletes the entire transaction.

 

The assignment of a transaction to a project can also be done in the dialog box for the direct creation of a requisition or request by selecting the project in the same dialog box.

 

Dialog box New request with project assignment

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