Create Sales Rep Opportunity Field With Nearest Open Task

Problem

Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the Opportunity. This will save your users time by having all their information in one place, and a Rollup Helper setting can be much easier to maintain than multiple reports for multiple users in your org.

Solution

• Create a Lookup field to Task on Opportunity
  
• Go to Rollup Helper to create a new rollup
  
  • Select Opportunity as target object
    
  • Select new Lookup field to task as Target field
    
  • Select Task as source object
    
  • Select WhatID as relationship field
    
  • Select Text as Rollup Type
    
  • Select ActivityID as source field
    
  • Create a Filter
    
    • Set Limit 1 in Filter 
      
    • Put sort order on Activity Date in ASC Order
      
    • Add filter Criteria Status Not Equal to Closed And Due Date > Today
      
    • Save Filter
      
  • Save and Run the Setting
    
    Now you will have a field on Opportunity which will be a link to the next task that is open and due in the future.