The Tasks tool was built to help you and your team win more jobs by staying on top of essential tasks for an opportunity.
Give the task a title, assign it yourself or other team members, and give the task an optional deadline and description.
By clicking on "Tasks" in the top navigation bar, you can see an overview of all tasks in Buildr.
Complete a task by clicking on the task and clicking on Complete.
Once completed, the completed task shows up in that opportunity's activity feed.