Tasks Tab Toolbar
This table describes the Tasks tab toolbar buttons.
| Button | Description |
|---|---|
| Add | Click this button and select one of the following options to add a new or existing task. |
| Add New | Select this option to add a new task to associate with the opportunity. |
| Add Existing | Select this option to search for an existing task to associate with the opportunity. |
| Open | Click this button to open the task for viewing or editing. |
| Click this button to print the task. | |
| Copy | Click this button to copy the task. |
| Delete | Click this button to permanently delete the task. |
| Remove | Click this button to remove the selected task from the opportunity (without deleting the task). |
| Complete | Click this button to complete the task. |
| Forward | Click this button to forward the task to the selected recipient. |
| Options | Click this drop-down list to choose report options. |