---
title: "Tasks"
slug: "tasks"
description: "Learn how to create and configure tasks in Zilliant CPQ."
updated: 2024-10-08T15:21:17Z
published: 2024-10-08T15:21:17Z
canonical: "docs.zilliant.com/tasks"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A01Z&se=2026-11-11T13%3A35%3A01Z&sr=c&sp=r&sig=nHSkq0mLF92xBETVsctBKXTxm009JLhOsNgdOll5fy0%3D).
3. Enter information or make selections to define the task:
  - **Task Name**—Enter a name for the task.
  - **Assignee**—Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add-assignee.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A01Z&se=2026-11-11T13%3A35%3A01Z&sr=c&sp=r&sig=nHSkq0mLF92xBETVsctBKXTxm009JLhOsNgdOll5fy0%3D) 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 ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A01Z&se=2026-11-11T13%3A35%3A01Z&sr=c&sp=r&sig=nHSkq0mLF92xBETVsctBKXTxm009JLhOsNgdOll5fy0%3D) 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.