Order Tasks form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • The Order Task form enables you to review and update the fulfillment tasks that are associated with the selected order.

    Field Description
    Number

    System-assigned ID for the task, starting with a prefix of TASK.
    Account

    Name of the customer account.
    Primary contact Primary contact for the customer account.
    Order line item Order line item associated with the order task.
    Parent Parent product, service, or resource order associated with the order task.
    Short Description

    Short description of the order task.
    State
    Current state for the order task. To view a listing of selections, select the down arrow icon:
    Open
    Processing for the order task is open, and no processing is taking place.
    In Progress
    Processing for the order task is still in progress, or in fulfillment.
    On hold
    Order tasks that are on hold due to issues or errors.
    Scheduled
    Order task scheduled for processing.
    Awaiting information
    Order task that is stalled due to the lack of information.
    Resolved
    Issues blocking the processing of stalled order tasks have been resolved.
    Closed Complete
    Processing for the order task is complete. It is a system-assigned state.
    Nota:
    After your agents complete all fulfillment tasks for the order task, the state is automatically set to Closed Complete.
    Canceled
    Processing for the order task was canceled.
    Draft
    Order task that is still being created by the system or manually.
    Priority The priority of the order task. Options include:
    • None
    • 1 - Critical
    • 2 - High
    • 3 - Moderate
    • 4 - Low
    • 5 - Planning
    Assignment group The group of agents to which you want to assign the order task.
    Assigned to Name of the agent who should be assigned to the order task.
    Short description Optional description for the order task.
    Additional comments (Customer visible) Free-form work order text that your customers can view.
    Work notes (Private)

    Free-form private work note text for the product order. This work note text is for internal purposes only, and the customer can't see it. Enter the work note text, and then select Post Work notes.
    Activity Activity stream section for viewing all processing activities that have taken place for the selected order task. It includes a message that indicates that the order has been approved for processing and fulfillment.To expand, collapse, or filter by activity stream:
    • Select the activity stream filter icon () to filter by post types, field changes, or flagged items.
    • Select the search icon to search the required information in the activity stream.
    • Select the sort descending icon to sort the activity from oldest to newest or select the sort ascending icon for the opposite action.
    Attachments

    File attachments for the order task. Select Select file to add the file as an attachment.