For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/create-task-for-contact-without-opportunity.md.
  • English

      • Can I create a task for a contact without an opportunity?

      Yes, when you create the task from the Lead Cockpit (the side panel of the conversation in Support).

      1. Open the contact's conversation and, in the Cockpit, click + in the Tasks section.
      2. In Link to, choose one of the contact's opportunities or No opportunity. If the contact has an open opportunity, it comes preselected.
      3. Fill in the title and due date and save.

      The task belongs to the contact: it shows in their task list and in the agenda. When you complete it, the record goes to the contact's timeline.

      Where an opportunity is still required

      • In Support › Tasks and on the opportunity board, the task still starts from an opportunity.
      • A task with an automatic message (follow-up) requires an opportunity, even in the Cockpit.

      If it didn't work

      • "Link to" is still required: you opened the modal outside the Cockpit. Use the + in Tasks on the contact's conversation.
      • A task without an opportunity doesn't show for an attendant with restricted access: with no owner set, only people with broad access see it. Pick the owner when creating it.