Create Account To Dos in Autotask
When you're saving a document, the “Create / Update Account To Do” checkbox will appear on the Save window.
After you hit [Ok] and have created the opportunity, you have the ability to create an Autotask To Do:
This To Do can be multiple different action types available in Autotask including calls, meetings, opportunity updates, events, and more. The To Do can be linked to the contact and the opportunity and can be assigned to other Autotask users. There's also a notes field to add more information about this To Do item.