Section Topics
Overview of Tasks
Tasks are action items that are required to be completed. Tasks can be associated with either an Opportunity or a Pursuit and appear on the Task panel of the opportunity or pursuit.
Target Dates are upcoming deadlines that need to be met to stay on track for finishing an Opportunity's proposal in the required timeframe. They appear on the Target Date panel of the Opportunity Overview screen.
Both Tasks and Target Dates display in your Task List.
When tasks are assigned to you, you may be notified by email (depending on how your local system administrator has configured Business Edge). When emails are configured, they provide links to assigned tasks, allowing you to login and go directly to the task. If tasks are re-assigned to someone else, they no longer appear in your list and a message appears that the task is no longer assigned to you. If a task is deleted, a message indicates that the task no longer exists.
