.. _add-task-opportunities-command:

Create/Add a Task
=================

To create or add a task to an Opportunity, complete the following steps:

.. include:: ../../opportunities-login.rst

#. On the left toolbar, click **Opportunities** |opportunities-icon|.

   .. |opportunities-icon| image:: ../../../../../images/applet-opportunities.svg
      :height: 20

#. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

#. Click on the Opportunity Name to view the Opportunity details.

#. Click on the checklist icon, |checklist-icon|.

   .. |checklist-icon| image:: ../../../../../images/checklist-icon.png
      :height: 30

#. On the **Tasks** window, click **Create Task** in the header to create a task for any phase and stage or click **Add Task** within a phase and stage to create a task in that phase and stage.

   .. note::

      In both cases, you can change the phase and stage to match your needs.

#. On the **Create Task** window, enter the following information:

   * **Task Name**

   * **Opportunity Phase**

   * **Opportunity Stage**

   * **Task Type**

   * **Task Description** (optional)

   * **Hyperlink** that you need to complete the task (optional)

   * **Priority** (optional)

   * **Due Date**

   * **Assigned To** - Agent attached to this task (optional)

#. Click **Create**.

You can see all opportunity tasks in the Tasks applet. For more information, see :ref:`tasks-index-command`.