Creating the Task Group

This task is a step in Example of Developing a Task that Assists with Adding an Opportunity.

In this topic, you create a task group for the Create New Opportunity task. For this example, you create the task group so that Siebel CRM displays it only when it also displays the Opportunity List View. For more information, see Task Group.

To create the task group

1. Create the task group as follows:

   1. Create a new task group with the properties shown in the following table.

      Property	Value
      Name	Opportunity Task Group
      Project	Opportunity Task
      Display Name - String Override	Opportunity Tasks

   2. Create a new task group item with the properties shown in the following table.

      Property	Value
      Action Invoked	Create New Opportunity
      Type	Task
      Sequence	1

      For more information, see Creating a Task Group.

2. Configure the task group to display in a specific view.

   • In the Object Explorer, click View and then select Opportunity List View.

   • Select Opportunity Task Group from the pop-up applet that appears when you drill down on the Task Group property in the View Task Group list.

   • Configure the property shown in the following table.

     Property	Value
     Sequence	2

   For more information, see Adding a Task Group to a View.