megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Auto Creation of task or auto fill according to opportunity

edited Nov 22, 2019 10:25AM in CRM 2 comments

i did search in the tutorials on how to set up auto task creation and it provided some information on how to auto create task for sales reps, but i am wanting tasks to be auto created for the listed Marketing Resource in the opp i create and only to be created for a specific status of the opp...or 2 statuses actually.

if this is not possible is there a way that i can make the task auto fill the title and who the task is assigned to so when i choose to create a task appropriate info is already there?  Is there a way that it can only auto-fill for just me and not all users?  Personalizing the way that "I" use Netsuite so it doesn't interfere with others.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders