# CRM - Create task in the Opportunity tab

In the **SprintHub CRM**, you can create tasks directly within the **Opportunity**, ensuring no important action is left out of the sales process. 💼✨

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### ▶️ Step-by-step to create the task

1. **Open the CRM**
   * From the menu **Find Services** → **GENERAL** → **CRM**
   * Or simply type **CRM** the search 🔎
2. Select the **Desired Opportunity**.
3. Click on the **Tasks** ➕.
4. Press **Create Task**.
5. Fill in the fields as shown on the screen:

<figure><img src="/files/f30de32a00f5e98f14a893aa5045c3a3bb33b7dc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/68107d6eadf937ef0b29ae2354827fd33cb8813f" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/759f63d5e507b8eae5bae65dc7992302b86050b4" alt=""><figcaption></figcaption></figure>

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### 📝 New Task Fields

* **🏷️ Task Title** → Clear and objective name.\
  👉 *Ex.: “Send quote”*.
* **📊 Stage**\
  Define which stage the task is in:
  * **Open** → task created, not yet started.
  * **Pending** → in progress, awaiting completion.
  * **Custom** → according to the stages you configured in your **task board**.
* **📅 Due Date** → Define by when it must be done.\
  👉 *Ex.: 09/15/2025*.
* **⚡ Priority** → Low, Medium or High.\
  👉 Use **High** for urgent tasks.
* **👤 Responsible** → Who on the team will execute it.
* **📌 Type** → Classify: **Call**, **Meeting**, **Email**.
* **👥 Participants** → Who will collaborate on the execution.
* **👀 Observers** → Who will only follow the progress.
* **📂 Opportunity** → Filled in automatically.
* **🧑‍💼 Contact** → Linked client.
* **💬 Service** → Link to a service case, if necessary.
* **🖊️ Description** → Detail extra information.\
  👉 *Ex.: “Confirm receipt of the proposal and schedule an alignment meeting”*.

{% embed url="<https://youtu.be/mYBmGuFukYY>" %}

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### ✅ Quick tips

✨ Always set **Responsible person + Due date** → ensures control and agility.\
📌 Use **Priority** to differentiate urgency.\
📝 Be thorough with the **Description** so everyone understands the task.

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### 🎯 Conclusion

Creating tasks within the Opportunity in the CRM helps keep the team organized, ensures no action is forgotten, and brings more efficiency to the sales funnel. 🚀


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