Create new opportunity task form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.

    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
    Assigned to User responsible for completing the task.
    Touchpoint CRM touchpoint associated with the opportunity record. 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.