Create a finance task form

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

    • Use the Create New Finance task form to provide details about the finance task.

    Table 1. Finance task form tabs
    Tab Description
    Number System-generated unique identifier for the task.
    State Status of the task:
    • Pending
    • Open
    • Work in Progress
    • Closed Complete
    • Closed Incomplete
    • Closed Skipped
    Priority Urgency of task.
    Related case Case associated with the task.
    Assignment group Group that you want to assign this task. You can assign the task to any group. Members who have the Finance roles can see and work on the task.
    Assigned to Person that you want to assign this task to. You can assign the task to any person. Persons who have the Finance roles can see and work on the task.
    Short description Brief description about the task.
    Description Detailed description about the task.