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Hi everyone! I'd like to know if there's a chance to create specific tasks and assign them to different stages of the opportunity pipeline. Shortly, what I'am asking for is to have different set of tasks (assigned by process builder) for each stage (FOR EX: when the opp is at the qualification stage, I'll see a task, when the opp is at the negotiation stagee, I'll see a different kind of task, purposely made for that stage).

 

thank you in advance

 

Marco
4 answers
  1. Nov 13, 2020, 3:54 PM
    Can I do it with Lightning App Builder? or do I need to code, in order to create a custom component and then implement it through Lightning App Builder?

     

    thanks for the patience
  2. Nov 13, 2020, 3:29 PM
    Yes, as you said all tasks are visible in the activity timeline. And to have an area where you will only see the task based on the current stage, you will need a custom component which will pull in that specific task for you.
  3. Nov 13, 2020, 3:19 PM
    Hi Vishal, thanks for answering me. I know I can create tasks manually at each stage all by myself and, consequently, all those tasks will be listed on the activity timeline, in fact my doubt was about the second scenario you have written.

     

    So, you are telling me that if I want to make particular task appear in a particular stage (not in every stage of the pipeline), I should create some types of custom component? maybe with Apex code?
  4. Nov 13, 2020, 3:02 PM

    Hi Marco, 

    You can create tasks when your opportunity reaches a stage and then when the stage is changed, mark it as completed and create another task. 

    However, all tasks will be available on the record and if you want to only show the task specific to current stage, you'll need some custom development to build a custom component.

     

    Hope this clarifies.

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