LESSON 34 / 60
3 minFinish and record task status
Task status tells teammates whether an action is still open, underway, or complete.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Finish and record task status
Task status tells teammates whether an action is still open, underway, or complete. It does not describe whether the opportunity has been won.
Mark Completed only when the task’s action has actually happened. The business scenario supplies that evidence.
Builds on Separate priority from due date
A WORKED EXAMPLE
A simple example
A completed proposal-sending task can belong to an opportunity that is still in Proposal.
A common mistakeCompleting a task does not close the related deal.
Words you’ll use in this lesson
- Task
- A specific action with an owner and due date.
- Status
- The current position in a process.
- Opportunity
- A potential sale with an account, stage, amount, and expected close date.