---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add tasks to a quote

# Add tasks to a quote {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote.

## Before you begin

Role required: sales_manager

## Procedure

1. In the CSM Configurable Workspace, navigate to the List view ![]() and select Quotes All.
2. Select the quote you want to work with and select the Tasks tab.
3. Select New to start a new quote task or select an existing quote task to make changes.
4. Fill in the fields in the Quote Task form.  
   {#quote-management-tasks__table_rxz_hy3_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated number of the quote task. |
   | Quote | Number of the quote. |
   | Due date | Date by which the quote task has to be completed. |
   | Short description | Information about the quote task. |
   | State | State of the quote task. |
   | Assigned to | Name of the sales agent to whom the sales manager has assigned this quote task. |
   | Work notes | Additional information about the quote task. |
   [Table 1. Quote Task form]

   {#quote-management-tasks__table_rxz_hy3_zbc}
5. Select Save.  
   The quote task is added to the main quote.

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