---
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 form

# Create a finance task form {#ariaid-title1}

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

Use the Create New Finance task form to provide details about the finance task.
{#create-fin-task-form__table_op1_2ml_w2c__entry__2}

| Tab | Description |
|-|-|
| Number | System-generated unique identifier for the task. |
| State | Status of the task: * Pending * Open * Work in Progress * Closed Complete * Closed Incomplete * Closed Skipped {#create-fin-task-form__ul_i2p_rsr_52c} |
| Priority | Urgency of task. |
| Related case | Case associated with the task. |
| Assignment group | Group that you want to assign this task. You can assign the task to any group. Members who have the Finance roles can see and work on the task. |
| Assigned to | Person that you want to assign this task to. You can assign the task to any person. Persons who have the Finance roles can see and work on the task. |
| Short description | Brief description about the task. |
| Description | Detailed description about the task. |
[Table 1. Finance task form tabs]

{#create-fin-task-form__table_op1_2ml_w2c}
**Related concepts**   

* [Email notifications from Finance Case Management](https://servicenow-prod.fluidtopics.net/xOdpSnJ4sGiWMAMYDHG53Q "Finance Case Management sends email notifications when you perform certain actions on a finance case.")  
**Related reference**   

* [Create a finance case form](https://servicenow-prod.fluidtopics.net/sucs0zBIsPsoFOx~9SoHbA "Use the Create New Finance Case form to enter finance case details and provide resolution information.")
* [Interaction form](https://servicenow-prod.fluidtopics.net/068MvYNT0qOUyS_QtA2p~A "For an auto-generated interaction record, the Details tab contains details of the interaction.")
* [Create new interaction related record form](https://servicenow-prod.fluidtopics.net/Eohxi_QkQtCoGp0LpO~6wg "Use the Create New Interaction Related Record form to provide details about the associated finance case.")
* [Create knowledge base article form](https://servicenow-prod.fluidtopics.net/LmjUcVZRoGQeHO6iI6x8vQ "Use the Create New Knowledge form to provide details about the knowledge base article.")