---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create business process tasks

# Create business process tasks {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.

## Before you begin

Role required: sales process manager \[sn_l2c_cockpit.sales_process_manager\]

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to Lead to Cash Process ManagementBusiness Process Tasks.
4. Select New.
5. On the form, fill in the fields.  
   {#create-business-process-tasks__table_xml_lgh_xfc__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique ID of the business process task record. |
   | Business process record | The sales process record. |
   | Parent | (Optional) Parent record of the selected object. In this case, another business process task. |
   | Priority | The order in which the task should be addressed. The available options are: * 1 - Critical * 2 - High * 3 - Moderate * 4 - Low * 5 - Planning {#create-business-process-tasks__ul_smd_chh_xfc} |
   | State | State of the task record. The available options are: * Open * Work in Progress * Closed Complete * Closed Incomplete * Closed Skipped {#create-business-process-tasks__ul_hml_hhh_xfc} |
   | Assignment group | User group to assign to the task. |
   | Assigned to | The sales process manager to assign to the task. |
   | Short description | (Optional) A brief description summarizing the task. |
   | Work notes | (Optional) Records activities by internal users. |
   [Table 1. Business Process Task form]

   {#create-business-process-tasks__table_xml_lgh_xfc}
6. Select Save.

## What to do next

Monitor the business process task from the sales process dashboard. For more information, see [Monitoring and tracking sales activities](https://servicenow-prod.fluidtopics.net/Ev0R6dHIBfxGkax7f7Go0A "Monitor and track sales activities for a customer account after you have created a sales process record.").

*[\>]: and then