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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add opportunity tasks

# Add opportunity tasks {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create opportunity tasks to capture additional details of your customer's requirements.

## Before you begin

Role required: sales_manager

## Procedure

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. Fill in the fields in the Opportunity Task form.  
   {#opportunity-management-tasks-tab__table_z3c_1n5_c1c__entry__2}

   | Fields | Descriptions |
   |-|-|
   | Number | The system-generated number of the opportunity task. |
   | Opportunity | The opportunity number. |
   | Due date | The date by which the opportunity task has to be completed. |
   | Short description | More information about the opportunity task. |
   | State | State of the opportunity task. |
   | Assigned to | The name of the sales agent to whom the sales manager has assigned this opportunity task. |
   | Work notes | Additional notes about the opportunity task. |
   [Table 1. Opportunity Task form]

   {#opportunity-management-tasks-tab__table_z3c_1n5_c1c}
5. Select Save.  
   The Opportunity task is added to the main opportunity.

## What to do next

You can create appointments in your opportunity tasks. To learn more, see [Create appointments](https://servicenow-prod.fluidtopics.net/ePH3Kcqd59608ahDt4c8Sw "Create appointments with the required stakeholders to move the business discussion forward for your opportunity.").