---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create an order header task

# Create an order header task {#ariaid-title1}

Release version: Australia  
Updated June 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create an order header task manually to track and coordinate activities at the order level that are not tied to a specific domain order or fulfillment task.

## Before you begin

Role required: sn_ind_tmt_orm.order_agent or sn_ind_tmt_orm.order_fulfillment_manager

## About this task

Order agents and fulfillment agents can create order header tasks manually when a task is needed that is not automatically generated by the Customer Order Task Policy. The order number is automatically populated when a task
is created from the Order Header Tasks tab and
cannot be changed.

Order header tasks remain open until explicitly closed. The order is not marked as completed until all associated order header tasks are closed.

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Open the order for which you want to create a task.
3. Select the Order Tasks tab.
4. Select New.  
   The Order number field is automatically set to the current order and is read-only.
5. On the form, fill in the fields.  
   {#create-order-header-task__table-order-header-task-form__entry__2}

   | Field | Description |
   |-|-|
   | Number | This field is automatically set to a unique task number. |
   | Order number | This field is automatically set to the order from which the task was created. Read-only. |
   | Account | Customer account associated with the order. |
   | Primary contact | Primary contact for the order. |
   | State | Current state of the task. Defaults to Draft. |
   | Priority | Priority level for the task. |
   | Assignment group | Group responsible for completing the task. |
   | Assigned to | Agent responsible for completing the task. |
   | Short description | Brief description of the task. |
   | Additional comments (Customer visible) | Notes visible to the customer. |
   [Table 1. Order Task form]

   {#create-order-header-task__table-order-header-task-form}
6. Select Save.

## Result

The order header task is created and appears in the Order Tasks tab.
**Related concepts**   

* [Configuring Order Management](https://www.servicenow.com/docs/V6Ob32wjiBt1xlYB2mvA_w "Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer.")
* [Order management](https://www.servicenow.com/docs/vgi5tPqIPm5dEdM156nN3Q "The Order Management application streamlines the order life cycle from capture to fulfillment. It automates decomposition, enrichment, and orchestration workflows, empowering users to accelerate delivery, reduce fallouts, and manage complex orders efficiently through a unified workspace and customer portal.")

*[\>]: and then