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.
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.
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 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
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.
Note: Only users with the permission to create tasks in Teamwork will be able to use this feature.
For more information, see: Linking an Existing Task to a Lead or Opportunity