---
title: Create Sales Rep Opportunity Field With Nearest Open Task
description: With Rollup Helper, create rollups that display information about the next task to be done to a field directly on the Opportunity in Salesforce. No reports
---

[Rollup Helper Use Case Library | Passage Technology ](https://www.passagetechnology.com/rollup-helper-use-cases)

# [Create Sales Rep Opportunity Field With Nearest Open Task](https://www.passagetechnology.com/rollup-helper-use-cases/create-sales-rep-opportunity-follow-up-reports-with-nearest-open-task)

 Written by [Passage Technology](https://www.passagetechnology.com/rollup-helper-use-cases/author/passage-technology) | Jun 02, 2016

## Problem: Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, you'd like to 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: Creating a sales rep opportunity field with nearest open task.

- 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.

[View full post](https://www.passagetechnology.com/rollup-helper-use-cases/create-sales-rep-opportunity-follow-up-reports-with-nearest-open-task)

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