---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Customize Tasks tab views

# Customize Tasks tab views using EVAM {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Customize the sales entities from which the tasks are displayed, icon and fields that are displayed on each task tile, and create custom options to filter and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process Management using Entity View Action Mapping (EVAM).

## Vorbereitungen

Role required: admin or evam_admin

## Warum und wann dieser Vorgang ausgeführt wird

Hinweis:  
Use SPR task EVAM definition for customizing Tasks tab views. Custom EVAM definitions are not supported.

## Prozedur

1. Log in to your ServiceNow instance.
2. Select the Globe icon () and set the application scope to Lead-to-Cash Process Management.
3. Navigate to AllEntity View Action Mapper (EVAM)EVAM Definitions.
4. In the Name column, search for and select SPR task.
5. **Wahlweise:** In the EVAM Datasource M2Ms tab, add or remove a data source.
   * Create and Link: Define a new data source and then link this data source to your EVAM definition. For more information, see [Define a data source](https://www.servicenow.com/docs/access?context=define-evam-datasource&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).  
     Hinweis:  
     When specifying a condition to define how the data is filtered from the selected table, select the operator as is not empty for the business entity you're adding. For example, \[Quote\]\[is not empty\].
   * Link Existing: Add a predefined data source to your EVAM definition.
   * Unlink Selected: Unlink a data source you don't want to see on the Tasks tab in the sales process dashboard.
   {#create-custom-filters-consolidated-tasks-evam__choices_b5y_qtv_xfc}
6. Select Submit.
7. In the EVAM View Config Bundle M2Ms tab, add or remove a configuration bundle.
   * Create and Link: Define a new configuration bundle and then link this bundle to your EVAM definition. For more information, see [Defining an EVAM configuration bundle](https://www.servicenow.com/docs/access?context=define-view-configuration-bundle&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) and [Defining an EVAM view template](https://www.servicenow.com/docs/access?context=define-evam-template&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).
   * Link Existing: Add a predefined configuration bundle to your EVAM definition.
   * Unlink Selected: Remove the view config bundle for entities you don't want to display.
   {#create-custom-filters-consolidated-tasks-evam__choices_s4s_l5v_xfc}
8. **Wahlweise:** Add more data filter options on the Tasks tab of the sales process dashboard.
   1. In the EVAM Data Filters related list, select New.
   2. On the form, fill in the fields.  
      {#create-custom-filters-consolidated-tasks-evam__table_tcm_fvv_xfc__entry__2}

      | Field | Description |
      |-|-|
      | Label | Label name of the EVAM data filter. |
      | Active | Option to activate the EVAM data filter. |
      | Order | Priority for the EVAM view configuration. Lower numbers indicate a higher priority. |
      | Application | Application scope of the EVAM view configuration. |
      | EVAM Definition | Associate an EVAM definition with the data filter. |
      [Tabelle : 1. EVAM Data Filters form]

      {#create-custom-filters-consolidated-tasks-evam__table_tcm_fvv_xfc}
   {#create-custom-filters-consolidated-tasks-evam__substeps_vqx_54s_bgc}
9. Select Submit.
**Zugehörige Informationen**   

* [Create an EVAM definition](https://www.servicenow.com/docs/access?context=define-composite-dataset&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US)