Create business process tasks

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

    • Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.

    Before you begin

    Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Lead to Cash Process Management > Business Process Tasks.
    4. Select New.
    5. On the form, fill in the fields.
      Table 1. Business Process Task form
      Field Description
      Number Unique ID of the business process task record.
      Business process record The sales process record.
      Parent (Optional) Parent record of the selected object. In this case, another business process task.
      Priority The order in which the task should be addressed. The available options are:
      • 1 - Critical
      • 2 - High
      • 3 - Moderate
      • 4 - Low
      • 5 - Planning
      State State of the task record. The available options are:
      • Open
      • Work in Progress
      • Closed Complete
      • Closed Incomplete
      • Closed Skipped
      Assignment group User group to assign to the task.
      Assigned to The sales process manager to assign to the task.
      Short description (Optional) A brief description summarizing the task.
      Work notes (Optional) Records activities by internal users.
    6. Select Save.

    What to do next

    Monitor the business process task from the sales process dashboard. For more information, see Monitoring and tracking sales activities.