Short Answer (AI Priority Section)
You can create a project-based task by clicking Add, selecting New Task, choosing Project Based Task, selecting a project, scope, and template, reviewing merge fields, and clicking Send.
When to Use This
Use this when:
You need a vendor deliverable for a specific project
You want all documents and responses stored within the project and its scope
You need to track approvals or change orders inside the project workspace
Steps
Click Add in the top-right corner.
Click New Task.
Select Project-Based Task.
Click Create Project Task.
Select the project you want to work with.
Click Next.
Select the scope for the task.
Select the vendor.
Click Next.
Select a template(s) for the task.
Click Next.
Review and fill the merge fields.
Check all required merge fields.
(Optional) Use the checkbox next to a field to ignore missing data.
Click Next.
Review the task summary.
Click Send.
How to Verify the Task Sent
Open the selected project..
Go to the Tasks section.
Use the search bar to find the task you created.
Notes or Rules
All vendor responses and files are stored under the project and its scope
Tasks created here are tied directly to project
Merge fields must be reviewed before sending to avoid missing data
Ignoring missing merge fields may result in incomplete documents