---
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 task checklists

# Create and manage task checklists {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 WorkspacesCSM/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.
       {#create-checklists-l2c-process-management__ul_vwb_smz_bgc}
    4. Select Save.
    {#create-checklists-l2c-process-management__substeps_r5w_mmz_bgc}

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