---
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 tasks

# Add tasks to a quote {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote.

## Before you begin

Role required: sales_manager

## Procedure

1. In the CSM Configurable Workspace, navigate to the List view and select QuotesAll.
2. Select the quote that you want to work with and select the Tasks tab.
3. Select New to start a new quote task or select an existing quote task to make changes.
4. Fill in the fields in the Quote Task form.  
   {#quote-management-tasks__table_rxz_hy3_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated number of the quote task. |
   | Quote | Number of the quote. |
   | Due date | Date by which the quote task has to be completed. |
   | Short description | Information about the quote task. |
   | State | State of the quote task. |
   | Assigned to | Name of the sales agent to whom the sales manager has assigned this quote task. |
   | Work notes | Additional information about the quote task. |
   [Table 1. Quote Task form]

   {#quote-management-tasks__table_rxz_hy3_zbc}
5. Select Save.  
   The quote task is added to the main quote.

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