Add or Edit a Task for an Opportunity

Selecting a sales strategy for an opportunity automatically adds most tasks to the Tasks tab, although you also can add tasks manually.

You can view all tasks associated with an opportunity by clicking the opportunity’s Task tab. The Tasks tab contains a toolbar for working with the tasks associated with the opportunity. See Tasks Tab Toolbar.

From an open opportunity, click the Tasks tab.
Perform one of these tasks:
- Click Add > Add New. The New Task window opens.
- Right-click a task on the Tasks tab and select Open.
The New Task window opens with your name displaying in the Assigned field and the opportunity name displaying in the Opportunity field. The Task type field displays Opportunities because the task was created while editing an opportunity.

Enter field information.

Task Window

Field	Description
*Name	Enter the name of the task.
Assigned	Click this drop-down list and select a staff account. Tip: To quickly find and select a name in the list, enter the letters of the staff member’s name until rapid succession until the name is highlighted, then press Enter.
*Status	Click this drop-down list and select a status. Available options are: Not Started, In Progress, Completed, Waiting, Deferred.
Percent Complete	Enter a value for the percentage of the task that is complete.
Priority	Click this drop-down list and select a priority. Options included areLow, Normal, High.
Due Date	Click this calendar menu and select a due date.
Planned Completion	Click this calendar menu and select a planned completion date.
Date Completed	Click this calendar menu and select the task’s actual completion date.
Task Type	This field contains Opportunities and is not active since the type of record from which you add the task determines the task type. If you were adding a standalone task, the field would be empty, and if you were adding a task from any other type of record, the field would contain that record type.
Notes	Enter any notes about the task in this field. You may need to scroll down to see this field.
*Opportunity	Click Search to open the Opportunity Search window, where you can associate an opportunity with the task.
Organization	Click Search to open the Organization Search window, where you can associate an organization with the task.
Contact	Click Search to open the Contact Search window, where you can associate a contact with the task.
Incident	Click Search to open the Incident Search window, where you can associate an incident with the task.
Answer	Click Search to open the Answer Search window, where you can associate an answer with the task.
Campaign	Click Search to open the Campaign Search window, where you can associate a campaign with the task.
Mailing	Click Search to open the Mailing Search window, where you can associate a mailing with the task.
Survey	Click Survey to open the Survey Search window, where you can associate a survey with the task.
Document	Click Search to open the Document Search window, where you can associate a document with the task.

After completing the required fields, click OK to associate the task with the opportunity.