---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a task for an invoice case line

# Create a task for an invoice case line {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a case line task for an invoice case line.

## Before you begin

Role required: sn_csm_invoice.agent, sn_csm_invoice.manager, admin

## Procedure

1. Open an invoice case In CRM Workspace.
2. Select the Invoice Case Lines tab and then select an invoice case line.
3. Select Create case line task.  
   The system opens a Create New Case Line Task form in a separate sub tab.
4. Add information to the Create New Case Line Task form.
5. Select Save.  
   The system adds the new task record to the Tasks tab on the Invoice Case Line record.