# Opportunities ## What is an opportunity? Opportunities are designed to help you keep track of potential new client work. They consist of a number of fields (see below) and a description where you can add lists and checkboxes. ## Editing an opportunity ### Title, Due date & Value Title, due date and value are input fields where you can type. To edit these, select the input and type in your new value. {% hint style="info" %} By default, opportunity title is set to "New opportunity" and due date is set to one week after the day you create the opportunity. {% endhint %} ### Priority, Assigned to and Referred by Priority, Assigned to and Referred by are buttons which provide you set options you can click to update the value. ### Teams and Tags Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See [Teams & Tags](/tasks/teams-and-tags.md) for more information. ### Status Status can be changed by clicking on the status. This will cycle through the following options: **"Not started", "In progress", "Won", "Lost".** If a opportunity is overdue, the status cannot be changed. See [Status](/tasks/status.md) for more information. ### Description Opportunity description can be edited by typing into the description box. Description can have any number of free text, checkboxes, numbered lists and unordered lists. Additionally, text can be made bold, italic and underlined. ### Opportunity options Selecting the option menu in the top right corner of the task will give you three options: "Convert to project", "Close opportunity" or "Delete opportunity". Converting an opportunity to a project will create a new project based on the opportunity. Clicking this option will give you the choice to create a blank project or create a project based on a template. All the opportunity detail will be copied over to the new project and the opportunity will then be marked as **"Converted"**. Closing an opportunity will set the opportunity status as closed and remove the opportunity from view. See [Status](/tasks/status.md) for more information. Deleting an opportunity will permanently delete the opportunity from MOAS. ### Notes To add notes to an opportunity, navigate to the notes tab, type your note then select the "Add note" button. When notes are added MOAS saves a timestamp and the user who added the note, this appears at the top of the note. Notes can be deleted by selecting the delete button found in the top right corner of the note. ### Last updated When any field is updated in the opportunity, the time and user is saved alongside the updated value. This can be found next to "Last updated" in opportunity details. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.moasapp.com/tasks/opportunities.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.