Within Teamwork CRM, you can 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.
Note: Only users with the permission to create tasks in Teamwork will be able to use this feature.
When viewing the lead or opportunity, click the Add task option from the left-hand menu.
If the deal is already associated with a project, that project will be selected by default. If the deal has no associated project, you will need to select a destination project for the task.
Once a project is selected, you can choose a corresponding destination task list. If the selected task list has existing active tasks, two tabs for new and existing tasks will be displayed. Otherwise the form will focus on new tasks only.
When creating a new task to associate with the deal, you will need to enter:
- Task name
- Start date/ end date
Additional option include notify assignee, add a task description, and add priority. Click Save to create a task.
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 of the task. From the quick view panel, you can:
- Complete a task - click the checkmark icon to the the left of the assignee name to complete the task.
- Open the task in Teamwork - click Open task in the top right of the quick view.
- Comment - add comments to a task using the comment field.
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.
You can choose to Hide completed tasks or show completed tasks from within the particular task list using the toggle option.
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
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.
Click the deal name to open the deal in Teamwork CRM.
For more information, see: Linking an Existing Task to a Lead or Opportunity