---
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


---

# Complete sequence tasks

# Complete predefined customer engagement tasks {#ariaid-title1}

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

Execute predefined sequence steps in your sequence tasks in the CSM Configurable Workspace to engage with your prospective customers.

## Before you begin

Role required: sequence viewer \[sn_crm_sequence.viewer\]

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to SequencesMy Sequence Tasks.
4. Select a sequence task record.
5. When the record opens, select the Sequence Steps tab.  
   The navigation pane lists the activities or steps you need to complete. The activity details and actions are displayed in the work area.
6. After completing an activity, select an appropriate option to move to the next activity.  
   The sequence is marked as Completed when you finish all activities within the sequence task.

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