---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create a finance task from a finance case

# Create a finance task from a finance case {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 2, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a finance task from a finance case. Assign the task to a task owner or group to resolve that case.

## Before you begin

Role required: sn_fin_ops.specialist, sn-fin-ops.admin

## Procedure

1. Navigate to either of the following:  
   * AllFinance OperationsFinance Operations Workspace.
   * WorkspacesFinance Operations Workspace.
   {#create-fin-case-task__ul_rxg_3mz_bfc}
2. In the Finance Operations workspace, select the List icon (![List icon]()).
3. From the list page, navigate to either of the following submodules:  
   * My workOpen cases
   * All workCases
   {#create-fin-case-task__ul_afz_gms_52c}
4. From the Number column, select a link to open the finance inquiry case.
5. Select the Tasks tab, and then select New.
6. On the Create New Finance Task form, fill in the fields.  
   For more information on the form fields and descriptions, see [Create a finance task form](https://servicenow-prod.fluidtopics.net/pz~XfmeCRAEI3scNyV8sNQ "Use the Create New Finance task form to provide details about the finance task.").
7. Select Save.
{#create-fin-case-task__steps_y2z_gms_52c}

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