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.
|
Field |
Description |
|---|---|
|
Number |
System-generated unique identifier for the opportunity task record starting with the prefix OPTASK. |
|
Opportunity |
Opportunity record associated with the task. |
|
Due date |
Date and time by which the task should be completed. |
|
State |
Current state of the opportunity task. The available options are:- Draft (default)
|
|
Assigned to |
User responsible for completing the task. |
|
Touchpoint |
CRM touchpoint associated with the opportunity record. This field is automatically populated when the task is created from a touchpoint record. |
|
Short description |
Brief summary of the task. |
|
Work notes (Private) |
Internal notes visible only to team members with appropriate access. |
Related topics
--- 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/order-management/create-opportunity-task-form.html release: brazil 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/brazil/markdown/order-management/opportunity-management-reference.md) **Related topics** [Create a related task from a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-touchpoint-related-tasks.md)
| 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/order-management/create-opportunity-task-form.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Opportunity Management referenceSales automationReferenceSales Customer Relationship Management |