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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add update task activity

# Add the Update sequence task activity to a sequence {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Dynamically update the sequence task records based on predefined configuration using the Update sequence task activity while designing customer engagement sequences.

## Before you begin

The delegated developer roles must be assigned to designated users. For more information, see [Grant delegated developer permissions for managing sequences](https://www.servicenow.com/docs/cxomeGdD6gdp3R6PPfj9GA "Assign delegated developer roles to designated Customer Engagement Sequences users so they can create and manage sequences without needing a system admin role.").

Role required: sn_crm_sequence.admin, sn_crm_sequence.writer  
Note:  
If you're using Customer Engagement Sequences 1.0.0, then you need the playbook.admin or pd_author role to create sequences.

## About this task

Add the Update sequence task activity with other activities in a stage or in its own stage to update the sequence task record after the previous activity or stage has run. For example, the agent accessing the workflow could
skip unnecessary call attempts when a lead is successfully contacted and move directly to the tear down stage after updating the record on the parent table. This example is demonstrated in the sample Lead nurturing
tele-sales sequence available with the demo data.

## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Select the List icon .
3. Navigate to SequencesAll Sequences.
4. Select a sequence that you're creating or updating.
5. In the sequence diagram, create a stage to add the activity.  
   For more information, see [Add and configure a stage in a playbook](https://www.servicenow.com/docs/access?context=add-configure-stage&version=brazil&pubname=brazil-build-workflows&ft:locale=en-US).
6. Within the stage, select the Add icon .
7. Open the activity picker by selecting the Add an activity icon .
8. On the Add activity screen, search for and select Customer Engagement SequencesUpdate sequence task.
9. On the Details tab, enter a name for the activity in the Label field.
10. On the Automation tab, use the data pill picker to establish a connection between the parent table and columns to the fields listed in the following table.  
    {#add-update-sequence-task-activity__table_scy_fbk_mhc__entry__2}

    | Field | Description |
    |-|-|
    | Record | The record you want to update on the parent table. For example, to update the record on the Lead \[sn_lead_mgmt_core_lead\] table, you would select Lead. |
    | Table | This field is automatically set to the name of the parent table. |
    | Fields | Field in the parent table you want to update. For example, to mark a lead as contacted, you would select Stage from the Fields drop-down list and set its value to 200_contacted. |
    [Table 1. Automation tab form]

    {#add-update-sequence-task-activity__table_scy_fbk_mhc}
11. Select Save and close.
**Related concepts**   

* [Configuring Customer Engagement Sequences](https://www.servicenow.com/docs/zdtff3ofyrrwT3MdVdw4sQ "Plan and configure your implementation of Customer Engagement Sequences.")
* [Customer Engagement Sequences](https://www.servicenow.com/docs/VabjsTImT_NW05SlJJ~nXQ "Customer Engagement Sequences is a playbook that consists of a series of automated and manual activities that can be set up to engage with leads and customers at every stage of their relationship with your business​ through various channels.")

*[\>]: and then