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This tab is only visible to users who have an officer record linked in their User Summary. |
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 Completed tasks will be removedmarked with a strikethrough across the task details and remain visible for the rest of the day that they were completed.
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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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.