---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an audit task activity

# Create an audit task activity {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

After defining a control, audit managers create activities that explore and provide
documented evidence of whether the associated control is operating correctly.

## Before you begin

Role required: sn_audit.admin and sn_audit.manager

## Procedure

1. Navigate to AllAuditEngagementsAll Engagements.
2. Open the engagement for the audit task you want to create.  
   Assign audit tasks to engagement in one of the following states:
   * Validate
   * Fieldwork
   {#t_CreateAnActivity__ul_mk2_gjj_mv}
3. In the Audit Tasks related list, click New.
4. In the Audit Tasks Interceptor, click Activity.
5. On the form, fill in the fields.  
   {#t_CreateAnActivity__table_nht_mjj_mv__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique identification number. |
   | State | * Open * Work in Progress * Review * Closed Complete * Closed Incomplete * Closed Skipped {#t_CreateAnActivity__ul_ccj_nmj_mv} |
   | Parent | Parent audit task. |
   | Assigned to | User assigned to this activity. |
   | Short description | Brief description of the activity. |
   | Description | Detailed explanation of the activity. |
   | Schedule ||
   | Planned start date | Intended date the activity should begin. |
   | Planned end date | Intended date the activity should end. |
   | Planned duration | Expected duration of this activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration. |
   | Actual start date | Date that this activity began. |
   | Actual end date | Date that this activity ended. |
   | Actual duration | Actual duration of the project from project start to project closure. |
   | Activity ||
   | Additional comments | Customer-viewable comments. |
   | Work notes | Comments that are viewable by the audit manager and audit manager. |
   | Confidentiality ||
   | Confidential | Option to enable confidentiality of the record. Only the assigned confidential users or confidential groups of users can access the record. For more information on confidential option, see [Confidentiality flag for audit and compliance records](https://www.servicenow.com/docs/TWV43mDPBfODaXMrhD5aEg "You can set the confidentiality flag at the record level for an issue, engagement, observation, control test, activity, interview, and walkthrough records. The users whom you determine to view and update these records are allowed users."). |
   [Table 1. Activity form]

   {#t_CreateAnActivity__table_nht_mjj_mv}
6. Click Submit.
{#t_CreateAnActivity__steps_zt4_dkj_mv}

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