Create new lead task form

---
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/order-management/create-lead-task-form.html
release: brazil
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/brazil/markdown/order-management/lead-management-reference.md)

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