Task management in KEBS allows you to assign activities, attach supporting files, and track progress against planned timelines. Whether you are scheduling a client meeting, logging a demo call, or uploading project documents, the Activities and Attachments tabs within an Opportunity give you full control over task execution and file organization.
Activities Tab Overview
Keep every follow-up, meeting, and demo call organized under the relevant opportunity so your team can track planned versus actual progress in one place.
The Activities tab is available within the detail view of any opportunity. It displays all tasks linked to that opportunity in a structured table format, giving you a clear picture of what has been planned, what is in progress, and what is completed.
Navigating to the Activities Tab
- 1Open the Opportunities V2 module from the left sidebar.
- 2Click on the opportunity you want to manage. This opens the opportunity detail view.
- 3Select the Activities tab from the horizontal tab bar at the top of the detail view.
Once inside the Activities tab, you will see a Tasks section that shows the total count of tasks along with a list of all opportunity activities.
Understanding the Task List
Each task in the list displays the following columns:
| Column | What it shows |
|---|---|
| Task ID | A unique system-generated identifier for each task. |
| Start Date | The date when the task is scheduled to begin. |
| End Date | The planned completion date for the task. |
| Task Title | A short description of the task, such as “Client Meeting” or “Demo call”. |
| Task Type | The category of the task, for example “Follow-up Call” or “Demo Scheduled”. |
| Actions | Quick-action icons that let you favorite, edit, or delete the task. |
Adding a New Task
- 1Navigate to the Activities tab within the opportunity detail view.
- 2Click the + Add Tasks button located in the top-right corner of the Tasks section.
- 3Fill in the required details including the task title, task type, start date, and end date.
- 4Save the task. It will now appear in the task list under the Activities tab.
Managing Existing Tasks
Each task row includes action icons on the right side that allow you to perform quick operations:
- Favorite (star icon): Mark a task as important so it stands out in the list.
- Edit (pencil icon): Open the task for editing to update dates, title, or type.
- Delete (trash icon): Remove a task that is no longer relevant to the opportunity.
Attachments Tab Overview
Centralize all supporting documents such as proposals, contracts, and specifications under the relevant opportunity so every stakeholder has easy access to the files they need.
The Attachments tab within an opportunity allows you to upload, categorize, and manage all documents related to that deal. Documents are organized into two categories: General and Financial, making it simple to locate the right file quickly.
Navigating to the Attachments Tab
- 1Open the Opportunities V2 module from the left sidebar.
- 2Click on the desired opportunity to open its detail view.
- 3Select the Attachments tab from the horizontal tab bar.
The Attachments tab shows a Documents section with toggle buttons to switch between General and Financial document categories. You can also toggle between a list view and a grid view using the view icons.
Understanding the Documents List
Each document entry in the list view displays the following information:
| Column | What it shows |
|---|---|
| Document | The file name of the uploaded document along with a file type icon. |
| Uploaded By | The name and avatar of the user who uploaded the document. |
| Updated On | The date when the document was last uploaded or modified. |
| Format | The file format of the document, such as doc, pdf, or xlsx. |
| Size | The file size of the document. |
| Action | Quick-action icons to preview, download, copy, move, or delete the document. |
Uploading a New Document
- 1Navigate to the Attachments tab within the opportunity detail view.
- 2Click the + Add Document button in the top-right area of the Documents section.
- 3Select the file you want to upload from your computer.
- 4Choose whether the document belongs to the General or Financial category.
- 5Confirm the upload. The document will appear in the list under the selected category.
Managing Documents
Each document row includes action icons that allow you to perform the following operations:
- Preview (eye icon): Open a quick preview of the document without downloading it.
- Download (arrow icon): Save a copy of the document to your local machine.
- Copy (clipboard icon): Create a duplicate of the document within the system.
- Move (folder icon): Transfer the document between the General and Financial categories.
- Delete (trash icon): Permanently remove the document from the opportunity.
Tracking Planned vs Actual Tasks
Identify delays early and keep your deals on track by comparing what was planned against what has actually been completed.
The Activities tab provides a built-in way to monitor task progress. By reviewing the Start Date and End Date columns for each task, you can quickly assess whether activities are on schedule or running behind.
Best Practices for Tracking Tasks
- Set realistic dates: When creating tasks, assign start and end dates that reflect actual timelines to ensure accurate tracking.
- Review regularly: Check the Activities tab at least once a week to identify overdue tasks and take corrective action.
- Use task types consistently: Apply standard task types like “Follow-up Call”, “Demo Scheduled”, and “Client Meeting” across all opportunities so reporting stays consistent.
- Attach supporting documents: Link relevant files in the Attachments tab so the team has context for each task without searching through email or chat.
- Combine with Smart Reminders: Leverage the Smart Reminders widget on the KEBS Homepage to receive automated alerts when tasks are approaching their deadlines.
