Create a Task for Your Opportunity from Slack

You can create tasks for your top five opportunities in Slack. When you create a task in Slack, you're the default owner of the task.

If you want to assign the task to someone else, you can do so only in your sales application, and not from Slack.

To create a task for your opportunity from Slack:

1. Use the /ec-my-opportunities command in Slack to view a list of your top five opportunities.

   For more information about how to use the command, see "View Your Opportunities in Slack".

2. Navigate to the opportunity for which you want to create a task.

3. Click Create a Task.

4. In the Create a Task dialog box, enter a subject in the Subject field.

   For example: Follow up with customer.

5. In the Due Date field, enter the date and time for the task.

   Note: Ensure that you specify the date and time only in the following format: YYYY-MM-DD HH:MM AM or PM. For example: 2019-08-16 09:15 AMThe time zone that you have set in your Slack profile is used.

6. From the Type drop-down list, select the type of task.

7. From the Priority drop-down list, select a priority for this task.

8. In the Description field, enter a description for the task.

9. Click Submit to complete the process or click Cancel to discard it.

After you create a task, it shows up among the Open Activities in the Activities tab of this opportunity in your sales application.