Create and manage task checklists

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.

    Before you begin

    Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Under Lead to Cash Process Management, select Sales Process Records.
    4. Select the sales process record.
    5. Select the Checklists tab.
    6. Select Add item.
    7. Enter a task in the Checkbox field.
    8. Repeat the steps to add more tasks to your checklist.
      To remove a task while creating the checklist, select the Delete icon next to the task entry.
    9. Select Save.
      You can add more tasks to your checklist by selecting Edit.
    10. Optional: Modify a saved checklist by adding or deleting items.
      1. In the sales process record on the dashboard, select Checklists.
      2. Select Edit.
      3. Add or delete an item.
        • To delete an item, select the Delete icon next to the task entry.
        • To add an item, select Add item and provide the task name.
      4. Select Save.