Add tasks to a quote

---
title: Add tasks to a quote
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-management-tasks.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Add tasks to a quote

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 CRM Workspace, navigate to the **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Quotes** > **All**.

2.  Select the quote that 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.

    |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.|

5.  Select **Save**.

    The quote task is added to the main quote.


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