Create Kona Task Dialog Box

If a touchpoint is associated with an opportunity for which a space exists in Kona Business, and you are a member of that space, you can use the Create Kona Task dialog box to create a task in Kona for the touchpoint.

You can also create a Kona task for touchpoints when you click on the Opportunities tab toolbar and add the touchpoint using the Add Touchpoint dialog box.

Location

To display the Create Kona Task dialog box, complete the following step:

1. In the Opportunities, Companies, or Contacts area, select the opportunity, company, or contact for which you want to create a Kona task for a touchpoint.
2. Do one of the following:
   • In the Opportunities area, click the Activities tab.
   • In the Companies or Contacts area, click the Touchpoints tab.
3. In the Touchpoints grid, hover over the row for the touchpoint for which you want to create the Kona task, and click .

   If you are not already logged on to Kona, you are prompted to do so when you click .

Contents

Field	Description
TASK NAME	Enter a name or description for the task.
ASSIGNEE	By default, the task is assigned to the person who creates it. To assign the task to someone else, click to select from the full list of space members, or type one or more characters from the person's name (first, middle, last, or preferred name) to select from a list of members of the space whose names contain those characters.
DUE DATE	If there is a date by which the task should be completed, either enter the date, or click in the field and select the date on the calendar.
Create	Click this button to create a task for the touchpoint in the opportunity's Kona space.
Cancel	Click this button to close the dialog box without creating a task.