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Lakshmi SLakshmi S 

Attach Task to New Opportunity ?

Hi Team,

From Task based on picklist option we are creating new opportunity using process builder, Is it possible to assign that task to Opportunity,

Please Let me know any one.


Thanks,
Lakshmi
Ajay K DubediAjay K Dubedi
Hi Lakshmi, 

Since Task has a lookup relationship with Opportunity, your task will be displayed in the Related List section of Opportunity.
tasklist
Please take the screenshot as a reference for detailed help.

Hope this helps.

Thank You
Ajay Dubedi
Lakshmi SLakshmi S
Hi Ajay,

Thanks for you response.
Not this, I want to create a new opportunity from Task, and attach that task to Newly created Opportunity.
Please Let me know, how can we do that ?


Thanks,
Lakshmi.
Ajay K DubediAjay K Dubedi
Hi Lakshmi,

You would only be able to create a Task in Opportunity and get it displayed in the Related Lists.
It would not be feasible to create an opportunity form task.

Hope this helps.

Thank You
Ajay Dubedi