Just as strategies contain stages, each stage can contain
multiple tasks that are required to complete each stage. After you
have added a stage to a strategy, you can then add tasks to the stage.
When staff members select strategies and stages for an opportunity,
the opportunity’s Tasks tab lists the tasks associated
with the selected stage.
- Click Configuration.
- Expand Opportunity Tracking, and
then double-click Strategies.
The Strategies tree displays on the content pane.
-
Find the strategy you want and click the arrow to the left of the strategy to expand it,
displaying the stages associated with the strategy.
- Click the stage where you want to add or edit tasks.
- Perform one of these tasks:
- To add a task, click the arrow on the New button and select Add a New Task to the
Selected Stage. The Task Details editor displays on the content pane.
- To edit a task, click the arrow to the left of the stage to display the tasks associated with
it, and then click the task you want to edit.
- Enter field information.
Task Details Editor
| Field |
Description |
| Task Name |
Enter the name of the task. The task details
item name in the Strategies tree and the Label field in the Interface
Visibility section are populated or revised as you type. |
| Owner |
Click the Search icon
next to the field to display staff accounts grouped by manager. Select
the task owner from the list and click OK to
close the window and populate the field. |
| Task Interval |
Enter the amount of time estimated to complete the task. Select days, hours,
or minutes from the drop-down list and then type a value in the field. This value helps to calculate the task due date. Selecting a strategy for an opportunity adds associated tasks to the opportunity, and calculates due dates by adding the
task interval to the current date and time. |
| Notes |
Enter any comments about the task. |
| Description |
Enter a description of the task. |
- To add another task to the stage, repeat the previous steps.
- Click Save.
Note: Deleting a strategy, removes it from
the Strategy field of all associated opportunities and replaces it with
No Value. However, tasks that were associated with the strategy (and
therefore with opportunities that had the strategy assigned to them)
remain associated with the opportunities.