Opportunity Tasks: Follow-Ups That Run Themselves

Sales in Net Net is coming in Q3 2026. This article previews how it will work so you can plan for it, but the Sales area isn't in the app yet. When it ships, this note will come down.

In brief: Coming Q3 2026, Opportunity Tasks will be light sales follow-ups that move themselves from Backlog to In Progress on their start date.

Applies to: Everyone in the workspace, once Sales ships in Q3 2026.

See also: Sales Opportunities, Not a CRM: A Q3 2026 Preview explains why Sales stays this narrow, and Quick Tasks vs Job Tasks vs My Lists: Which to Use covers the task types available today.

Opportunity Tasks will be the follow-ups that keep a deal moving. They are deliberately light: a title, an assignee, and a due date is all it takes. No effort estimate, no service type. Every one gets a start date, which defaults to seven days before the due date, and on that day the task moves itself from Backlog to In Progress and appears in My Tasks. Nothing pings you. The task simply becomes active on the day it should.

When Sales ships, you'll find them on any Opportunity's detail page, in the Tasks block. For what an Opportunity is and why Sales stays this narrow, see Sales Opportunities, Not a CRM: A Q3 2026 Preview.

The problem these will solve

Deals do not usually die from a bad pitch. They die from a follow-up that was supposed to happen three weeks ago.

The standard fix is a reminder, and reminders have a well-known failure mode. They arrive while you are doing something else, you dismiss them, and the thing never happens. A reminder asks you to act at a moment it chose.

Net Net will do something quieter. A follow-up you create today sits out of the way until it is genuinely time to do it. Then it activates itself and turns up in your task list alongside everything else you are working on. No alert, no badge, no email. It just becomes part of your day when it is meant to be.

Creating an Opportunity Task

From an Opportunity's Tasks block, a new task will need:

Title. What you are actually going to do. "Send revised scope," "Check in after their board meeting."
Assignee. Defaults to the Opportunity owner. Reassign it to anyone on your team.
Due date. Required. This is the only date you have to think about.
Start date. Filled in for you as seven days before the due date. You'll be able to change it if that window is wrong for this particular follow-up.

Optionally you will be able to add a description, and if you genuinely want them, a service type and an effort estimate. Neither is required and most follow-ups never get either.

New tasks will start in Backlog.

Why these stay light

Opportunity Tasks will be real tasks, not a separate reminder system bolted onto Sales. But they default to lighter than Job Tasks, which are live today, because they are a different kind of work:

No effort estimate required. A follow-up call is not a Deliverable, and forcing you to size it in hours would be theater.
No service type required. The work of selling does not need to be categorized against a Deliverable's effort pools.
They will not consume capacity unless you deliberately give one an effort estimate.
Logging time will be optional and not expected. You can if you want the record. Nobody is waiting for it.

This is the difference between Sales work and delivery work. Delivery work has to be measured, because the whole point of Net Net is showing you how a Job is actually going. Chasing a client back does not fit that model, so Net Net does not pretend it does.

How an Opportunity Task will activate itself

This is the mechanism worth understanding, because everything else about Opportunity Tasks follows from it.

Before the start date: the task sits in Backlog. Backlog tasks are filtered out of most active views by default, so it stays quiet and out of your way. That is the point. A follow-up scheduled for six weeks from now should not be cluttering your list today.

On the start date: the task moves itself to In Progress, and its start is stamped. It then appears in My Tasks alongside your Job Tasks and Quick Tasks, in one flat list with no separate sales inbox to remember to open.

After the due date: normal overdue behavior, the same as any other task.

Net Net will not send a notification or an email when a task activates. There is no reminder subsystem behind this. The transition into In Progress is the mechanism, which is exactly why it works: the task lands in the list you already look at every morning, instead of in a channel you have learned to ignore.

Two rules about the transition

It is one way. A task moves from Backlog to In Progress and never travels back the other way. Nothing gets quietly demoted because a date passed.

You will always be able to start early. Setting a task to In Progress before its start date is allowed. When the start date later arrives, nothing happens, because you already handled it.

When the due date moves

Follow-up dates slide, and Net Net will keep the two dates sensible for you.

If you have never touched the start date, moving the due date moves the start date with it, staying seven days ahead.
If you have set the start date yourself, it stays exactly where you put it. Net Net does not overwrite a deliberate choice.

Completing a task, and the next one

Marking a follow-up complete will record the completion, write it to the Opportunity's Activity Feed, and ask one question:

"Create next follow-up?"

Take it, and a new task opens already filled in: the same Opportunity, the same assignee, suggested wording, and a suggested due date based on the rhythm you have been keeping. Adjust whatever is wrong and save.

Dismiss it, and nothing happens.

When this ships, say yes more often than feels necessary. The single most common way an Opportunity goes quiet is that the last follow-up got completed and no one scheduled the next one. Two clicks at the moment you finish is the cheapest this will ever be.

That loop is the entire follow-up engine. There will be no sequences, no cadences to configure, and no automation rules to maintain. One task at a time, each one creating the next while the context is still fresh in your head.

Where Opportunity Tasks will show up

On the Opportunity, in the Tasks block, where you will create and complete most of them.
In My Tasks, once they are In Progress, mixed in with your Job Tasks and Quick Tasks. Backlog follow-ups stay out until their day comes.
In the Activity Feed on the Opportunity, where creation and completion both land on the same timeline as notes, linked Jobs, and value changes. That feed is covered in Sales Page Filters, Totals, and the Activity Feed.

For how Opportunity Tasks will compare to the kinds of task Net Net has today, see Quick Tasks vs Job Tasks vs My Lists: Which to Use.

Frequently Asked Questions

Can I create Opportunity Tasks today?

No. Sales is coming in Q3 2026, after the Performance Dashboards. Opportunity Tasks arrive with it. Job Tasks and Quick Tasks are both live now, and they are where your real work sits in the meantime.

What will be the difference between an Opportunity Task and a Job Task?

An Opportunity Task is a follow-up, so it needs no effort estimate and no service type. A Job Task is delivery work, so it needs an assignee, a service type, an effort estimate, and a due date before it counts as real. Both are real tasks and both will appear in My Tasks.

What is the start date for?

It is the day the task wakes up. Before it, the task sits in Backlog and stays out of your active views. On that day it moves itself to In Progress and appears in My Tasks. It defaults to seven days before the due date and you will be able to change it whenever you like.

Will Net Net notify me when a follow-up is due?

No. There are no notifications or emails behind Opportunity Tasks. Instead of pinging you, the task becomes active on its start date and shows up in the task list you already check. That is the whole mechanism, and it is why the follow-up does not get dismissed and forgotten.

Will I be able to start a follow-up before its start date?

Yes. You will be able to set it to In Progress whenever you want. Net Net allows the early start and then does nothing when the original start date arrives, because you have already handled it. The automatic move only ever runs one way, from Backlog to In Progress.

What happens to the start date if I push the due date back?

It follows the due date automatically, unless you have set it by hand. If you never touched the start date, it stays seven days ahead of the new due date. If you did set it yourself, Net Net leaves your date alone.

What is the "Create next follow-up?" prompt?

It appears when you complete a follow-up and offers to open the next one for you. The new task arrives prefilled with the same Opportunity, the same assignee, suggested wording, and a suggested due date based on your recent cadence. You can dismiss it and nothing happens.

Will I need to log time against Opportunity Tasks?

No. Time logging on these will be optional and nobody expects it. They carry no effort estimate by default and do not consume anyone's capacity unless you deliberately add one. They exist to keep a deal moving, not to be measured.

The Opportunity these follow-ups hang off is built in Creating an Opportunity: How Value Will Work in Sales, and Sales Clarity: How Linked Jobs Make a Deal Plannable explains what a deal needs before you can plan around it. The company or person you are chasing lives in Companies, People, and Individuals: Contact Records, which is live today. If you do decide to log effort against a follow-up, My Time: Log Your Effort and Fix What You Missed covers how that works.

Updated on: 08/04/2026

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