Tasks

Tasks are activities with due dates. Tasks can be linked to an account, contact, opportunity, or a quote, and typically tasks don't involve customer interactions.

View linked tasks on an object's Activities tab.

Create a task

1. From the application left navigation area, select Activities.

2. On the All Tasks tab, select .

3. Enter information or make selections to define the task:

   • Task Name—Enter a name for the task.
   • Assignee—Select to assign the task to the appropriate person in the organization.
   • Account—Select appropriate account for this task.
   • Start Date & Due Date—Define the time period during which the task should be completed. For example, Dec 22, 2024 – Dec 31, 2024.
   • Priority—Default value is Medium.
   • Status—Default value is New.
   • Description—Enter a task description or any additional information.

4. Select Create.

Configure a task

By default, tasks have the following characteristics when created:

• Priority—Set to Medium.
• Status—Set to New.

Task status

You can add new and edit available task status options:

1. From the application left navigation area, select Administration.
2. From the top navigation bar, select Master Data Management.
3. Select Activity Task Status.
4. Select a task status to edit it, or select to add a task's status.
5. (Optional.) In a task status, on the Localization tab, define translations for the status labels.

View tasks for a specific object

Zilliant CPQ also supports tasks' visualization and their management in a Gantt chart format.

To view tasks assigned to a specific object (either account, contact, opportunity, or a quote), perform the following steps:

1. Go to the appropriate object and select the Activities tab.
2. View the list of Tasks configured for this object.
3. Use drag-and-drop feature to easily adjust the task's start and end dates.
4. Select any task from the list to edit it.