Opportunity Tasks ← Opportunity tab #tasks

What this page is for:
 Tasks on one opportunity (mentions, due date, assignee). Same Klaus tasks as My Tasks, different create form. Not job Milestones.

Where: Opportunity → Tasks (#tasks)
 Card title: Tasks

Steps:

1. Open the opportunity Tasks tab.

2. Add opens the add form (see Add Task).

3. Each row shows name, description, Due: / No due date, Assigned to: or Unassigned.

4. Change status with the dropdown: Pending, In Progress, Done, Overdue (placeholder Select status...).

5. Menu: Edit Task / Delete Task.

This is the same Tasks tab already listed under Opportunities. Keep one article and cross-link.

Add Task

What this page is for:
 Create a task from an opportunity. Not Create New Task on My Tasks.

Where: Opportunity Tasks → Add
 Submit: Add Task (Adding...)

Steps:

1. Task Name * (Enter task name).

2. Due Date *.

3. Mention To * (Select person to mention) — the assignee.

4. CC To (optional) (Select person to CC (optional)).

5. Details (Enter task details... Use @ to mention additional people.).

6. Submit Add Task.

Edit Task uses the same field set on an existing row.