> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/tasks/crm/crm-create-task-in-the-opportunity-tab.md). # 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. πŸ’Όβœ¨ *** ### ▢️ Step-by-step to create the task 1. **Open the CRM** * From the menu **Find Services** β†’ **GENERAL** β†’ **CRM** * Or simply type **CRM** the search πŸ”Ž 2. Select the **Desired Opportunity**. 3. Click on the **Tasks** βž•. 4. Press **Create Task**. 5. Fill in the fields as shown on the screen:
*** ### πŸ“ New Task Fields * **🏷️ Task Title** β†’ Clear and objective name.\ πŸ‘‰ *Ex.: β€œSend quote”*. * **πŸ“Š Stage**\ Define which stage the task is in: * **Open** β†’ task created, not yet started. * **Pending** β†’ in progress, awaiting completion. * **Custom** β†’ according to the stages you configured in your **task board**. * **πŸ“… Due Date** β†’ Define by when it must be done.\ πŸ‘‰ *Ex.: 09/15/2025*. * **⚑ Priority** β†’ Low, Medium or High.\ πŸ‘‰ Use **High** for urgent tasks. * **πŸ‘€ Responsible** β†’ Who on the team will execute it. * **πŸ“Œ Type** β†’ Classify: **Call**, **Meeting**, **Email**. * **πŸ‘₯ Participants** β†’ Who will collaborate on the execution. * **πŸ‘€ Observers** β†’ Who will only follow the progress. * **πŸ“‚ Opportunity** β†’ Filled in automatically. * **πŸ§‘β€πŸ’Ό Contact** β†’ Linked client. * **πŸ’¬ Service** β†’ Link to a service case, if necessary. * **πŸ–ŠοΈ Description** β†’ Detail extra information.\ πŸ‘‰ *Ex.: β€œConfirm receipt of the proposal and schedule an alignment meeting”*. {% embed url="" %} *** ### βœ… Quick tips ✨ Always set **Responsible person + Due date** β†’ ensures control and agility.\ πŸ“Œ Use **Priority** to differentiate urgency.\ πŸ“ Be thorough with the **Description** so everyone understands the task. *** ### 🎯 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. πŸš€ --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.sprinthub.com/en/topics/general/tasks/crm/crm-create-task-in-the-opportunity-tab.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.