Create a parent-child relationship on the Project Task form

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Create a child task from any project task form.

    Before you begin

    Role required: it_project_manager

    Procedure

    1. Navigate to the parent task in the relationship.
    2. In the Project Tasks related list, select New.
    3. Create the task and select Submit.
      The newly created task becomes the child task in the relationship.

    What to do next

    To help remember what the parent of any task is, view the breadcrumb at the top of the Project Task form. It is also helpful to configure the form layout to include the Parent field. You can also change the parent task from this field.