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. |