CONSTRUCTION

Add standard tasks to a project quickly

Projects has updated the way you add multiple standard tasks to the project in a single bulk action.

Key benefits

You can now add multiple standard tasks to a project at once, using the new Add to Project bulk action option now available on the Standard task catalog page. This feature expedites the process for adding tasks to a project.

How it works

  1. Go to the Projects Standard Task Catalog.
  2. Select the tasks you want to add to a project.
  3. Select Add to Project, then choose the project name from the dropdown list.
  4. Select Save.

For detailed instructions, see Add standard tasks in bulk.

Permissions and other requirements

Subscription

Construction

Projects
Regional availability
  • Australia
  • Canada
  • United Kingdom
  • United States
User type

Business with admin privileges

Project Manager

Construction Manager with permission to create and post invoices
Permissions
  • Projects: List, View, Add, Edit
  • Tasks: Add, Edit
  • Standard Tasks: Edit