Add lead tasks

---
title: Add lead tasks
description: Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-use-tasks-tab.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add lead tasks

Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.

## Before you begin

Role required: sales\_agent

## Procedure

1.  Navigate to **List** view \[Omitted image "list-outline-24.svg"\] Alt text:and select **Leads - All**.

2.  From the **Leads List** window, select the lead you want to work with.

    -   On the **Leads- All** page, select **Create task**.
    -   Open the lead record, select the **Tasks** tab and select **New** to start a new lead task or select an existing lead task to make changes.
    To [Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.md), select **New**.

    **Note:**

    Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.

3.  On the Create New Lead Task form, fill in the fields.

    For a description of the field values, see [Create new lead task form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-lead-task-form.md).

4.  Select **Create Task**.

    This task is added to the lead.


## What to do next

You can create appointments in your lead tasks. To learn more, see [Create an appointment from Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-create-an-appoinment.md).

-   **[Create appointments for lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-create-appointment.md)**  
Create appointments with your stakeholders to conduct business discussions for your lead.

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

**Related topics**  


[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md)

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