Within Teamwork CRM, it is possible to create new Teamwork tasks for individual leads and opportunities.



To create a task, open a deal from one of your lead or opportunity pipelines by clicking the deal card.

When viewing the lead or opportunity, click the Add task option from the left-hand menu.

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The Add task modal will allow you to select the project and corresponding task list. Once a task list is selected, you will see two tabs for new and existing tasks. Select the New task tab.

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When creating a new task to associate with the deal, you will need to enter: 

  • Task name
  • Assignee
  • Start date/ end date 

Additional option include notify assignee, add a task description, and add priority. Click Save to create a task. 

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Once the task has been created, you will see it listed in the Tasks section of the left-hand panel of the deal page.

Click a task name to open a quick view preview panel of the task. From the preview panel, you can: 

  • Complete a task - Click the tick icon to the the left of the assignee name
  • Open the task in Teamwork - click Open task in the upper right-hand corner of the preview
  • Comment - add comments to as task using the comment field 
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To mark a task as complete from the side panel, click the checkmark icon next to the assignee name. This will complete the task in Teamwork. 

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You can choose to Hide completed tasks or show completed tasks from within the particular task list using the toggle option.   

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From the options menu (three dots) to the right of each task, you can choose to: 

  • Open the task in Teamwork
  • Disconnect the task from the deal

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Within Teamwork, you can see when a deal is linked to a task via the task's details view. A CRM Deals section will be included at the bottom of the left sidebar.

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Click the deal name to open the deal in Teamwork CRM. 

Note: Only users with the permission to create tasks in Teamwork will be able to use this feature.