Create a task for a project

You can directly create tasks inside a project to further assign what needs to be done during an ongoing project. With this tool, you can easily break down a project into phases and subphases and add a task. What's also helpful is that you can associate a task into either a phase or subphase which will greatly improve the monitoring of your projects.

• Accessing the projects module
• Creating a task for a project

To create a task for a project, follow these steps:

1. Go to Projects.📁

2. Access the company's project by clicking the expand icon.🔍

3. Click a project from the screen.🖱️

4. Scroll down the Edit Project phase and click + Task.➕

5. Complete all required fields.📝

6. You also have the option to choose a phase for this task which will reflect from the drop-down list.⬇️

7. Once you've completed all required fields, click Create.✅

8. You'll now see the task you've created added under the Project Breakdown list.📋

Create project and phase

A step-by-step guide to creating projects, phases, and subphases in Proxuma.

Edit a project

Changing the project's name, end date, and other details of your project in Proxuma.

Copy a project

Easily recreate projects with just a click of a button.

Bulk edit