Create a task for an order case line item

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a task for an order case line item.

    Before you begin

    Role required: sn_order_case.creator, sn_order_case.agent, sn_customerservice_agent, admin

    Procedure

    1. Open an order case record in CSM Configurable Workspace.
    2. Select an order case line item in the Order Case Line list.
    3. Select Create task to display the Create New Case Line Task form.
    4. Enter information in the fields on the form.
    5. Select Save.
      The system displays the new case line task record.