Create Project Task

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Posted on by FabiolaRT

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Hi guys!

Is it possible to create project tasks directly from the entity?

I try to create tasks from the entity but the button to create is not shown, should it be configured to enable creation?

Thanks for your help

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Community Member on at

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Hi Fabiola,

Yes, you can’t create project tasks directly from the entity currently.

If you insist on creating project tasks directly from the entity, you can try to use Ribbon Workbench to create a custom button.

1 new message (softchief.com)

Then use following synax in js code to open project task form:

Xrm.Navigation.openForm(entityFormOptions,formParameters).then(successCallback,errorCallback);

openForm (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

Note:

This is the download page for Ribbon Workbench:

http://www.develop1.net/public/rwb/ribbonworkbench.aspx

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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apa 8,284 Moderator on at

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Remember to factor in the WBS ID of the task you're creating. Also keep in mind that whatever approach you build for creating tasks outside the PSA WBS, that approach will not be supported when you upgrade to Project Operations. If you're looking for a async process to create tasks you can also create them with Power Automate.

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Marcel Lathouwers 175 on at

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Hi Antti, do you have reference to how I create that WBS ID in cloud flow? I need to add a new task to several projects but every project could have different set of tasks, so I don't know upfront what the 'next WBS' would be for every project and need to calculate it.

Use case: all projects that are based on a certain project template need to be updated with a new task in the template. We are talking thousants of projects.

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