Creating Tasks From Commerce Objects
You can create tasks from orders and quotes. By doing so, you can add a task to your own "To do" list, or have a colleague work on the order or quote. See Task Management for more information about tasks.
To Create a Task from a Commerce Object
- Navigate to the detail page of the commerce object.
- Click Create Task.
- Enter the task details as appropriate.
- Assign watchers to the new task.
- Click Create.
The Task Detail page is re-displayed.
- Click Notes to enter task-related notes.
