---
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 task for a supplier case from the Source-to-Pay Workspace

# Create a task for a supplier case from the Source-to-Pay Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

You can create a task for a supplier case and assign it to a supplier contact.

## Before you begin

Role required: sn_slm.manager, sn_slm.owner, sn_slm.fulfiller, or sn_slm.admin  
Note:  
The sn_slm.owner role can create tasks only for the suppliers they own.

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Do one of the following.

   | To | Do this |
   | Create a supplier task from Quick actions | On the home page, do one of the following: * Under Quick actions, select Create task. * Under Quick actions, select Manage my suppliers and do the following: 1. Select the link to the supplier name under the Legal name column. 2. From the Create drop-down list, select Supplier task. {#create-new-task-for-supp-case__ul_j2p_p2q_pyb} |
   | Create a supplier task from the List page | 1. Select the list icon (![List icon.]()) and do one of the following: * Navigate to ListsMy workOpen tasks * Navigate to ListsAll workSupplier tasks * Navigate to ListsAll workEmployee tasks * Navigate to ListsReview neededUnassigned tasks {#create-new-task-for-supp-case__ul_rdy_jyy_51c} 2. Select New. 3. In the Create new task dialog box, in the Task type field, select Supplier Task. {#create-new-task-for-supp-case__ol_dqx_z2q_pyb} |
   | Create a supplier task from the Case details page | 1. Select the list icon (![List icon.]()) and do one of the following: * Navigate to ListsMy workOpen cases * Navigate to ListsAll workCases {#create-new-task-for-supp-case__ul_l5t_1yy_51c} 2. In the Number column, select the link to the case that you want to create a task for, and do one of the following: * Select Create task. * Select the Supplier Tasks tab and then select New. {#create-new-task-for-supp-case__ul_nqm_rrq_pyb} {#create-new-task-for-supp-case__ol_pf1_zqh_wtb} |
   |-|-|

   {#create-new-task-for-supp-case__choicetable_n1f_rqh_wtb}
3. In the Create new task dialog box, do one of the following:  
   {#create-new-task-for-supp-case__table_osj_51z_51c__entry__2}

   | To | Do this |
   |-|-|
   | Create a task for a supplier | 1. In the Who is this task for? section, select Supplier. 2. In the Action type field, select one of the following task types: * Complete a form * Complete checklist * Complete survey * Mark complete * Play video * Sign document * Upload documents * View link {#create-new-task-for-supp-case__ul_czt_gbz_51c} {#create-new-task-for-supp-case__ol_kzz_x1z_51c} |
   | Create a task for an internal employee | 1. In the Who is this task for? section, select An employee at my company. 2. In the Action type field, select one of the following task types: * Mark complete * Play video * Upload documents * View link {#create-new-task-for-supp-case__ul_tv5_vbz_51c} {#create-new-task-for-supp-case__ol_bqd_5bz_51c} |
   [ ]

   {#create-new-task-for-supp-case__table_osj_51z_51c}

   For more information about the form fields and descriptions on the Create a new task form, see [Create new task form](https://servicenow-prod.fluidtopics.net/QQfgqBxqvNFcEF_KekhERw "Use the Create new task form to add a new task to a supplier case.").
4. Select Submit.
5. On the Task form, fill in the fields.  
   For more information about the form fields and descriptions, see [Task form](https://servicenow-prod.fluidtopics.net/HqbvBhzzZV3ow0Huo0xUqg "Use the Details tab of the task form to provide details about the supplier or employee task.").
6. Select Save.  
   The task is created in Draft state.
7. Select Submit task.  
   The task moves to the Awaiting completion state.

## What to do next

The supplier contact to whom this task is assigned can view it on the My To-dos page. For more information, see [Viewing supplier contact tasks from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/bLBMd~czWqMa7s5DYtS8CQ "View the tasks that are assigned to you and other supplier contacts.").

*[\>]: and then