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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create related tasks

# Create a related task from a touchpoint {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

Role required: sn_crm_touchpoint.touchpoint_writer

## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Select the List icon .
3. Navigate to TouchpointsAll Touchpoints.
4. Open the touchpoint record you want to work with.
5. Navigate to the tab related to the entity type.  
   For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks. However, if the associated entity is Account or Contact, then the tab name is Task.
6. Select New.
7. On the create new task form, fill in the fields.  
   For more information about the form fields for the CRM entities, refer to the corresponding topic.

   | CRM entity | Form field descriptions |
   | Lead | [Create new lead task form](https://www.servicenow.com/docs/BAUt1LLQqATqnXvJBjhUzA "Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.") |
   | Opportunity | [Create new opportunity task form](https://www.servicenow.com/docs/7tKUZHEXnu1eZGEK4uUFlg "Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.") |
   |-|-|

   {#create-touchpoint-related-tasks__choicetable_ssv_5ts_w3c}
8. Select Save.

## Result

A task record is created against the CRM entity and touchpoint record. You can view the corresponding task from the respective module. For example, to view opportunity task, navigate to OpportunityOpportunity Tasks list menu. You can also access it from the Opportunity Tasks tab from the touchpoint record.
**Related tasks**   

* [Add opportunity tasks](https://www.servicenow.com/docs/TJrxmDMjceS2rrzeLYb7LA "Create opportunity tasks to capture additional details of your customer's requirements.")
* [Add lead tasks](https://www.servicenow.com/docs/4YKfnsPlZ18ufBoH0h_cKA "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.")

*[\>]: and then