> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunity Tasks

> Create and manage tasks for LeadSquared opportunities directly from the EazyBe WhatsApp extension

Have you created an opportunity on LeadSquared and now want to create and track tasks for that opportunity? Here's how you can do it.

## Creating Opportunity Tasks

<Steps>
  <Step title="Open the Lead's WhatsApp Chat">
    Begin by opening the WhatsApp chat for the LeadSquared lead requiring task management.
  </Step>

  <Step title="Access the Opportunity Section">
    Within the LeadSquared Mini-CRM view, select the **Opportunity** section tied to that lead.
  </Step>

  <Step title="Access the Tasks Section">
    Choose the opportunity that needs a task, then click the **Tasks** section.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224436524.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=ec7bec7c3e3d11268511c93f7f24281d" alt="Opportunity Tasks Section" width="1227" height="900" data-path="images/1224436524.png" />
  </Step>

  <Step title="Add a New Opportunity Task">
    Select the **Add Task** button for the respective opportunity.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224446975.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=3453ddf5ff63c476a8fde03ebcb62e59" alt="Add Task Button" width="1227" height="900" data-path="images/1224446975.png" />
  </Step>

  <Step title="Fill in the Required Details">
    Complete the task details in the provided fields. Additional fields can be edited via the **Edit** button.
  </Step>

  <Step title="Save the Task">
    Click **Save** to store the task.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224447153.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=596daead794aacd5eade0231d063a15e" alt="Save Task Form" width="1227" height="900" data-path="images/1224447153.png" />
  </Step>

  <Step title="Mark Task as Complete">
    Use the **Complete** button to mark finished tasks as done.
  </Step>

  <Step title="Add More Tasks">
    Repeat the process by clicking **Add Task** for additional tasks as needed.
  </Step>
</Steps>

<Info>
  Tasks created for opportunities in EazyBe are automatically synchronized with LeadSquared.
</Info>

## Need Help?

If you have questions or need assistance, contact support at **[hey@eazybe.com](mailto:hey@eazybe.com)**.