The Tasks tab allows you to manage capture and proposal activities associated with an Opportunity. Tasks are organized by pipeline stage and help teams track progress, assign responsibility, and ensure critical capture milestones are completed.
Tasks provide structure and accountability throughout the capture lifecycle, from early identification through proposal submission and award.
Accessing Opportunity Tasks
To view and manage tasks:
Navigate to your Pipeline
Click on the Opportunity
Select the Tasks tab
Tasks are organized by pipeline stage, such as:
Identification
Qualification
Pursuit
Capture
Proposal
Awaiting Award
Each stage can contain multiple tasks aligned with your capture process.
Updating Tasks
You can update tasks directly within the Tasks tab.
To update a task:
Click the Status field to change the task status
Assign the task to a team member
Set or update the due date
Available task statuses include:
Not Started
In Progress
Complete
When a task is assigned with a due date, the assigned team member will receive a calendar reminder to help ensure timely completion.
Updating task status provides visibility into capture progress and helps teams stay aligned.
Viewing Task Details and Adding Subtasks
Click on a task name to open the Task Details panel.
From this view, you can:
View task status
Assign or change the assignee
Update due dates
Associate contacts or organizations
Add subtasks
To add a subtask:
Click on the task name
Click Add Subtask
Subtasks allow you to break larger tasks into smaller, manageable steps.
Adding New Tasks
You can add additional tasks to any stage.
To add a task:
Navigate to the desired stage
Click Add Task
Enter the task name and details
Assign the task as needed
Tasks can be customized to match your organization's capture and proposal workflow.
Creating and Using Task Templates (Admin Only)
Administrators can create Task Templates to standardize capture workflows across all Opportunities.
To save a Task Template:
Configure tasks across the pipeline stages
Click Save Task Template at the bottom of the Tasks tab
Click Save Template to confirm
Once saved, the Task Template will automatically apply to all new Opportunities created in that pipeline.
This ensures consistent capture processes and reduces manual task setup.
Why Use Task Templates
Task Templates help ensure your team consistently follows your organization’s capture methodology.
Benefits include:
Standardized capture workflows
Clear accountability and task ownership
Improved capture execution
Reduced manual setup for new Opportunities
Better visibility into capture progress
Task Templates are especially useful for aligning teams with structured capture frameworks such as Shipley or APMP methodologies.
Best Practices
Use Opportunity Tasks to:
Track capture milestones
Assign ownership of capture activities
Monitor capture readiness
Prepare for proposal development
Ensure critical steps are completed on time
Maintaining accurate task status improves capture visibility and helps teams stay organized throughout the opportunity lifecycle.