How to Associate a Task Layout While Creating or Editing a Project
When you create or edit a project, you can associate a task layout for your project or overwrite the current association as per your business requirements.
Resolution
- Scroll to the Task Layout drop-down when you create or edit a project.
- Select a layout that matches your need.
- To view the list of task layouts available in your portal, navigate to Setup > Customization > Tasks > Layouts and come back to the New Project form and select it from the drop-down.
- You can also search a layout in the search bar that appears when you click the drop-down.
- Fill the other details as necessary and proceed to create or update your project accordingly.
When you change the layout association of an existing project, the task custom statuses will be copied from the current layout to the newly selected layout.