---
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


---

# Add opportunity tasks

# Add opportunity tasks {#ariaid-title1}

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

Create opportunity tasks to capture additional details of your customer's requirements.

## Vorbereitungen

Role required: sales_manager

## Prozedur

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://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.").
5. Select Save.  
   The Opportunity task is added to the main opportunity.

## Nächste Maßnahme

You can create appointments in your opportunity tasks. To learn more, see [Create an appointment from Opportunity Management](https://servicenow-prod.fluidtopics.net/kyXGG0ioFLeuykfUpeoddw "Create appointments with the required stakeholders to move the business discussion forward for your opportunity.").
* **[Create an appointment from Opportunity Management](https://servicenow-prod.fluidtopics.net/kyXGG0ioFLeuykfUpeoddw)**   
  Create appointments with the required stakeholders to move the business discussion forward for your opportunity.

**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.")