Symbient Opta User Documentation
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Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
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Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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Create Milestones Add Tasks to Milestones Add Notes to Milestones
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Add Tasks to a Milestone

Prerequisites: Projects
Milestones
 Alternatives: None See Also: None


  1. Log into Symbient Opta and click on the menu options: Projects > Milestone

    You will now see a list of existing Milestone.

  2. Open an existing Milestone and click on the Tasks tab.

    You will see a list of existing Tasks.

  3. Click the Add button to navigate to the new Tasks entry screen.
  4. Create a Task.
  5. When saving & closing the Task you will be brought back to the Milestones edit view.
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