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Actions22

Opportunity → Create Task

AI-generated

Summary

Create a task on an opportunity

Inputs

  • componentId (required) — UUID of the Kanban component (get it from Project → Get Components)
  • opportunityId (required) — UUID of the opportunity
  • taskTitle (required) — Short title / summary of the task
  • taskDescription — Detailed description of the task
  • taskState — Current state of the task
  • taskScheduledTo — Optional due date/time for the task

Output shape

a single created task record

Returns the created task object (includes taskId, state, etc.); no list or pagination.

Examples

Example 1: Add a follow‑up task to an existing opportunity

resource=opportunity, operation=createTask, componentId=xyz, opportunityId=abc, taskTitle=Review contract, taskDescription=Discuss next steps, taskState=to_do

Links

Discussion