The Tasks tab in the Opportunity Summary lists all Tasks that have been linked to the opportunity using the Regarding field. For each task, the following details are shown:

• Done? – Ticking this box will mark the task as Done. The next time you visit the page, any done tasks will be removed.

• Description

• Assigned To – Selecting this will take you to the corresponding Officer Summary, unless the task has been assigned to the officer linked to your own user account.

• Due Date

You cannot add new tasks from this page. Instead, will need to go to your Task List and add a new task with the relevant opportunity in the Regarding field.

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Filtering the Task List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

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• Type – Here you can restrict the list to only tasks Assigned To Me, Created By Me, or both.

• Description search

Exporting the Task List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Task Actions

The following actions are available from selecting the … icon by a task:

• Edit – This will open a window where you can Edit the Task.

• Duplicate – This will create a copy of the selected task.

• Log Email – This will open a New Email window where you can log a new email activity related to the task.

• Log Call – This will open a New Call window where you can log a new call activity related to the task.

• Delete – You will be prompted to confirm before the task is deleted.