thank you in advance
Marco
4 answers
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? 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. 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. 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.