Create a related task from a touchpoint

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create tasks directly from a touchpoint record to assign follow-up actions, track deliverable, and keep opportunities moving forward. Tasks are automatically linked to the touchpoint so all related activity stays connected.

    Antes de Iniciar

    Role required: sn_crm_touchpoint.touchpoint_writer

    Por Que e Quando Desempenhar Esta Tarefa

    Create tasks from a touchpoint record to capture and assign follow-up actions that support an active customer engagement. Tasks keep preparation work, stakeholder coordination, and post-interaction commitments visible and trackable without leaving the touchpoint workspace. Create a related task whenever you need to assign discrete actions such as researching customer background, mapping stakeholders, or tracking commitments made during a call or meeting before closing the touchpoint.

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Touchpoints > All Touchpoints.
    4. Open a touchpoint record that you want to work with.
    5. Navigate to the Related Tasks tab and select New.
      The name of the tab depends on the entity associated with the touchpoint. For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks.
    6. On the create new task form, fill in the fields.
      The task form depends on the associated entity. Currently, opportunity tasks are supported. For a description of the field values, see Create new opportunity task form.
    7. Select Save.

    Resultado

    The opportunity task is created against the opportunity and touchpoint record. You can view the opportunity task from Opportunity > Opportunity Tasks list menu as well as on the Opportunity Tasks tab from the touchpoint record.