How to add and manage tasks on opportunities

How to add and manage tasks on opportunities

Adding and managing tasks within opportunities is a highly beneficial feature for staying organized and ensuring nothing is missed. Follow the steps outlined below to effectively add and manage tasks:

1. Navigate to the Opportunities section from the Main Menu.
2.  Select the opportunity to which a task should be added.



3. Scroll down to the Tasks section and click Add Task.



4. Fill in the fields in the pop-up box:

  • Task Name
  • Task Description (mention specific user or users if needed)
  • Task Type (choose from Phone, Email, Visit, and Other)
  • Task Status (choose from Assigned, In Progress, Completed, and Other)
  • Select the Expected Due Date and Time
  • Assigned Task To (choose a user to whom the task should be assigned)
  • Alert Type (choose whether a reminder is needed, and if yes, specify if it should be sent by email)
  • Save the task.


    • 5. The task will be displayed once it has been saved.



    6. To edit the task, click the pencil icon, allowing changes to the status and all other fields.