---
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


---

# Add opportunity tasks

# Add opportunity tasks {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create opportunity tasks to capture additional details of your customer's requirements.

## Before you begin

Role required: sales_manager

## Procedure

1. Navigate to List view and select Opportunity - All.
2. Select the opportunity you want to work with and select the Tasks tab.
3. Select New to start a new opportunity task or select an existing opportunity task to make changes.
4. On the Opportunity Task form, fill in the fields.  
   For more information, see [Create new opportunity task form](https://www.servicenow.com/docs/5BFg0FyHk2LGucHUKSr~0g "Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.").
5. Select Save.  
   The Opportunity task is added to the main opportunity.

## What to do next

You can create appointments in your opportunity tasks. To learn more, see [Create an appointment from Opportunity Management](https://www.servicenow.com/docs/Cm~GuFYZO8OTa2S92melQA "Create appointments with the required stakeholders to move the business discussion forward for your opportunity.").
**Related tasks**   

* [Create a related task from a touchpoint](https://www.servicenow.com/docs/yZMIG2Yvw5uNR_6v36O~yQ "Create tasks directly from a touchpoint record to assign follow-up actions such as researching customer backgrounds, track post-interaction commitments, and coordinate stakeholders without having to leave the touchpoint workspace. Tasks are automatically linked to the touchpoint so all related activity stays connected.")