Projects
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
- Go to the Projects Standard task catalog.
- Select the tasks you want to add to a project.
- Select Add to project, then choose the project name from the dropdown list.
- Select Save.
For detailed instructions, see Add standard tasks in bulk.
To request a follow-up on 2025 Release 3 enhancements, fill out this form. Your account manager will be in touch.
If you'd like to contact your account manager directly, see Contact your Sage Intacct account manager.
Permissions and other requirements
| Subscription |
Projects |
|---|---|
| Regional availability |
All regions |
| User type |
Business Project Manager |
| Permissions |
|