How do I configure the task created from a won offer?

An offer can create a task when marked won. Check the organisation-wide setting and the individual offer's task settings.

1. Open Create task when offer is won on the offer.
2. Open task settings and enter a name and description.
3. Select a task template or form as needed.
4. Check priority, due date, work order, categories and responsible parties.
5. Check estimated worktime and billability. Select Save Settings and save the offer.
6. When the offer is won, change its status and verify the resulting task.

The shared offer setting may require a task for won offers. If changing status is blocked, complete the indicated missing task information before trying again.

Cancelling a won offer may affect its linked task. Check both before cancelling. Do not create another offer or task merely to cover a failed status change; first check whether the original change saved.