---
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


---

# Create related tasks

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

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

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.

## Vorbereitungen

Role required: sn_crm_touchpoint.touchpoint_writer

## Warum und wann dieser Vorgang ausgeführt wird

Create tasks from a touchpoint record to capture and assign follow-up actions that support an active customer engagement. Tasks keep preparation work, stakeholder coordination, and post-interaction commitments visible and
trackable without leaving the touchpoint workspace. Create a related task whenever you need to assign discrete actions such as researching customer background, mapping stakeholders, or tracking commitments made during a call
or meeting before closing the touchpoint.

## Prozedur

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to TouchpointsAll Touchpoints.
4. Open a touchpoint record that you want to work with.
5. Navigate to the Related Tasks tab and select New.  
   The name of the tab depends on the entity associated with the touchpoint. For example, if Opportunity is the associated entity, then the name of the tab would be Opportunity Tasks.
6. On the create new task form, fill in the fields.  
   The task form depends on the associated entity. Currently, opportunity tasks are supported. For a description of the field values, see [Create new opportunity task form](https://servicenow-prod.fluidtopics.net/FpNg17a3NX0YTC9UqzBdog "Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.").
7. Select Save.

## Ergebnisse

The opportunity task is created against the opportunity and touchpoint record. You can view the opportunity task from OpportunityOpportunity Tasks list menu as well as on the Opportunity Tasks tab from the touchpoint record.
**Zugehörige Tasks**   

* [Add opportunity tasks](https://servicenow-prod.fluidtopics.net/Oxp2C2uzV3tBfUaUxRyyIg "Create opportunity tasks to capture additional details of your customer's requirements.")