Within Teamwork CRM, it is possible to link an existing Teamwork task to individual leads and opportunities.
To link 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 Existing tasks tab.
Note: If an existing task list has no active tasks, you will not see the existing tasks option.
All existing tasks will be listed, and you can select one or multiple tasks from the list. Using the search field, you can also find tasks by task name.
Once you have selected the appropriate task(s), click Add selected. The linked task(s) will then be listed in 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 the the left of the assignee name
- Open 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, click the tick icon next to the assignee name. This will complete the task in Teamwork.
In the tasks subsection you can choose to hide or show completed tasks within each associated 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
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: Creating a Task from a Lead or Opportunity