---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Opportunity tasks form

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

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.
{#create-opportunity-task-form__table_s2q_cdn_33c__entry__2}

| Field | Description |
|-|-|
| Number | System-generated unique identifier for the opportunity task record starting with the prefix OPTASK. |
| Opportunity | Opportunity record associated with the task. |
| Due date | Date and time by which the task should be completed. |
| State | Current state of the opportunity task. The available options are: * Draft (default) * In Progress * Completed * Cancelled * Closed {#create-opportunity-task-form__ul_p1j_jbn_33c} |
| Assigned to | User responsible for completing the task. |
| Touchpoint | CRM touchpoint associated with the opportunity record. The value of this field is automatically populated when the task is created from a touchpoint record. |
| Short description | Brief summary of the task. |
| Work notes (Private) | Internal notes visible only to team members with appropriate access. |
[ ]

{#create-opportunity-task-form__table_s2q_cdn_33c}
**Zugehörige Tasks**   

* [Create a related task from a touchpoint](https://servicenow-prod.fluidtopics.net/WucyQzoOFUrCrVRoK7VtRA "Create tasks directly from a touchpoint record to assign follow-up actions, track deliverable, and keep opportunities moving forward. Tasks are automatically linked to the touchpoint so all related activity stays connected.")

