Create new opportunity task form

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

# Create new opportunity task form

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

<table id="table_s2q_cdn_33c"><thead><tr><th>

Field

</th><th>

Description

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

Number

</td><td>

System-generated unique identifier for the opportunity task record starting with the prefix OPTASK.

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

Opportunity

</td><td>

Opportunity record associated with the task.

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

Due date

</td><td>

Date and time by which the task should be completed.

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

State

</td><td>

Current state of the opportunity task. The available options are:-   Draft \(default\)
-   In Progress
-   Completed
-   Cancelled
-   Closed

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

Assigned to

</td><td>

User responsible for completing the task.

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

Touchpoint

</td><td>

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

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

Short description

</td><td>

Brief summary of the task.

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

Work notes \(Private\)

</td><td>

Internal notes visible only to team members with appropriate access.

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

**Related topics**  


[Create a related task from a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-touchpoint-related-tasks.md)