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(06.24.01-00) Managing the 'Tasks'

You can create task against the opportunity from here as well. This is same as you create a task from activity manager window.

  • The 'Task' field is mandatory to create a task. Click here to know more about 'Task Create/Edit window'.

  • The 'Company', 'Opportunity' fields are auto-populated and you cannot modify these fields as you are creating a task against the same opportunity and for the same company.

Figure 1.0: Create/edit task Window

  • After adding the details, click Save button.

  • The created task displays in the timeline view.

Figure 1.1: Created task summary in timeline view

Click the task icon to see who created the task.

Figure 1.2: Task details in timeline view

 

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