Starting or Completing Multiple Project Tasks

Notes:

• The main procedure is for users of record pages supplied by FinancialForce from Fall 2020.
• From Fall 2020, if you are not using the pages supplied by FinancialForce, your administrator can add the PSA Actions: Project Tasks component to the project record page.

On a project record, you can select multiple project tasks that you want to start or complete at the same time.

To start or complete multiple project tasks on a project:

1. On a project record, click Actions | Project Tasks | Start Tasks or Complete Tasks. The Start Tasks or Complete Tasks window opens.
2. Select the project tasks that you want to start. You can search for specific tasks by name.
3. Click Start Tasks or Complete Tasks. The following fields are updated on each project task record:
   • Started: This checkbox is selected.
   • Actual Start Date & Time: This field is populated.
   • Completed: This checkbox is selected.
   • Actual End Date & Time: This field is populated.