Opportunity Tasks

Create a Task from an Opportunity

1. Navigate to Fundraising and click Opportunities on the navigation bar.
2. Click the opportunity to which you want to add a task.
   •  Click the Grantseeking tab to find the list of grantseeking opportunities.
     
     
3. Click Add on the opportunity's Tasks card.
   
   
4. Enter the applicable Create Task information, and then click Create Task. 
   • Label and Due Dates are required fields. 
     • Label - The name given to the task. 
     • Due Date - This is the date the task needs to be completed by. 
     • Assignee - Who this task will be assigned to.
     • Details - Any additional information the assignee needs to know can be added here.

Create a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
2. Click Create.
   
   
3. Follow step 4 instructions from above to add task details.

Add an Opportunity to the Task

An opportunity can be added to the label record on the Task page.

1. On the Tasks tab, click the task label.
   
   
2. In the Opportunities area, enter the opportunity name in the Search field and select the opportunity from the drop-down list. 
   
   

A task added using this process can be found on the opportunity's Tasks card.

• Task progress is located next to the task due date.
  
  
  

View and Edit a Task from the Tasks Page

1. Navigate to Fundraising and click Tasks on the navigation bar.
   • Click a column header to filter tasks.
   • Click the Calendar tab to view your tasks using a calendar view.
     
     
2. Click the task label.
   
   
3. Click Edit.
   
   
   
4. Edit the task, and then click Update.
   • Change the progress of the task by selecting a progress option from the drop-down menu.
     • Progress options are To Do, In Progress, and Completed.

View and Edit a Task from an Opportunity

1. Navigate to the opportunity where the task is located.
2. Click the task on the Tasks card.
   • Click Inactive to view or edit tasks that have been inactivated.
     
     
3. Follow steps 3-4 from the above section to edit the task.