---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Lead tasks form

# Create new lead task form {#ariaid-title1}

Release version: Australia  
Updated April 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.
{#create-lead-task-form__table_jtn_5t3_1cc__entry__2}

| Field | Description |
|-|-|
| Number | System‑generated unique identifier assigned to each lead task record with the prefix LDTASK. |
| Short description | Brief description of the work to be completed for the lead. |
| Due date | Date and time by which the lead task has to complete. |
| Assigned to | Name of the sales agent to whom this lead task is assigned. |
| State | Current status of the lead task. The available options are: * Draft * In Progress * Completed * Cancelled * Closed {#create-lead-task-form__ul_state_lead_task} |
| Touchpoint | CRM touchpoint associated with the lead record. This field is automatically populated when the task is created from a touchpoint record. |
| Work notes | Internal notes visible only to team members with appropriate access. |
[ ]

{#create-lead-task-form__table_jtn_5t3_1cc}
**Related tasks**   

* [Add lead tasks](https://www.servicenow.com/docs/ZMzESwHmvo95I8oUytL2KQ "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.")