Search for a Task from an Open Record

Search for a task from an open answer, contact, incident, opportunity, or organization.

1. On an open answer, contact, incident, opportunity, or organization, click the Tasks tab.
2. Click Add and select Add Existing.
   The Task Search window opens.
3. Enter the first few characters of the task name in the Task Name field. An implied wildcard is used so all task names that begin with the letters you enter are returned.
   Tip: The Recent Tasks section of the Task Search window also displays a list of recently opened tasks you can select.
4. Click Search.
   The tasks that match your entry are returned on the Task Search window. If only one task matches the search criteria, that task is automatically selected and the Task Search window closes.
5. Do one of the following:
   • Select the task you want to associate with the open record and click Select. The Task Search window closes and the task appears in the list of tasks on the Tasks tab.
   • If the task does not appear in the list, click New Task to open a new task subtab. Complete the fields and click OK.