Create new lead task form

reference australia Updated Sep 10, 2026 1 min read create-lead-task-form.md

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

Field	Description
Number	System‑generated unique identifier assigned to each lead task record with the prefix LDTASK.
Short description	Brief description of the work to be completed for the lead.
Due date	Date and time by which the lead task has to complete.
Assigned to	Name of the sales agent to whom this lead task is assigned.
State	Current status of the lead task. The available options are:- Draft In Progress Completed Cancelled Closed
Touchpoint	CRM touchpoint associated with the lead record. This field is automatically populated when the task is created from a touchpoint record.
Work notes	Internal notes visible only to team members with appropriate access.

**Parent Topic:**[Lead Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-reference.md)

Related topics

Add lead tasks

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---
title: Create new lead task form
description: Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-lead-task-form.html
release: australia
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management reference, Sales automation, Reference, Sales Customer Relationship Management]
---

# Create new lead task form

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

<table id="table_jtn_5t3_1cc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System‑generated unique identifier assigned to each lead task record with the prefix LDTASK.

</td></tr><tr><td>

Short description

</td><td>

Brief description of the work to be completed for the lead.

</td></tr><tr><td>

Due date

</td><td>

Date and time by which the lead task has to complete.

</td></tr><tr><td>

Assigned to

</td><td>

Name of the sales agent to whom this lead task is assigned.

</td></tr><tr><td>

State

</td><td>

Current status of the lead task. The available options are:-   Draft
-   In Progress
-   Completed
-   Cancelled
-   Closed

</td></tr><tr><td>

Touchpoint

</td><td>

CRM touchpoint associated with the lead record. This field is automatically populated when the task is created from a touchpoint record.

</td></tr><tr><td>

Work notes

</td><td>

Internal notes visible only to team members with appropriate access.

</td></tr></tbody>
</table>**Parent Topic:**[Lead Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-reference.md)

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[Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.md)