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Opportunity Tasks

How to manage Opportunity Tasks and templates

Rye Jones avatar
Written by Rye Jones
Updated over 4 years ago

You can manage opportunity tasks in the Task section. Tasks are associated with stages in your pipeline.

Update Tasks

You can update status, due dates, and assignees by interacting with the task.

Subtasks

You can add subtasks by clicking on a Task name and clicking the Add Subtask button.

Task Templates

Once you’ve set up your tasks, as an Admin you can create a Task Template by clicking the “Save Task Template” button at the bottom of the task list. Going forward, new opportunities will automatically have the same tasks created and associated with each stage.

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