Add opportunity tasks

---
title: Add opportunity tasks
description: Create opportunity tasks to capture additional details of your customer's requirements.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/opportunity-management-tasks-tab.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add opportunity tasks

Create opportunity tasks to capture additional details of your customer's requirements.

## Before you begin

Role required: sales\_manager

## Procedure

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

2.  Select the opportunity you want to work with and select the **Tasks** tab.

3.  Select **New** to start a new opportunity task or select an existing opportunity task to make changes.

4.  On the Opportunity Task form, fill in the fields.

    For more information, see [Create new opportunity task form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-opportunity-task-form.md).

5.  Select **Save**.

    The Opportunity task is added to the main opportunity.


## What to do next

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