Create and manage task checklists

task australia Updated Sep 10, 2026 1 min read create-checklists-l2c-process-management.md

Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.

Before you begin

Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Under Lead to Cash Process Management, select Sales Process Records.
Select the sales process record.
Select the Checklists tab.
Select Add item.
Enter a task in the Checkbox field.
Repeat the steps to add more tasks to your checklist.

To remove a task while creating the checklist, select the Delete icon [Omitted image "icon-delete-trashcan.png"] Alt text: next to the task entry.
Select Save.

You can add more tasks to your checklist by selecting Edit.
Modify a saved checklist by adding or deleting items.
1. In the sales process record on the dashboard, select Checklists.
2. Select Edit.
3. Add or delete an item.
  - To delete an item, select the Delete icon [Omitted image "icon-delete-trashcan.png"] Alt text: next to the task entry.
  - To add an item, select Add item and provide the task name.
4. Select Save.

Parent Topic:Using Lead-to-Cash Process Management

Lead-to-Cash Process Management

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---
title: Create and manage task checklists
description: Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-checklists-l2c-process-management.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead-to-Cash Process Management, Order operations apps, Use, Sales Customer Relationship Management]
---

# Create and manage task checklists

Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.

## Before you begin

Role required: sales process manager \[sn\_l2c\_cockpit.sales\_process\_manager\]

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3. Under **Lead to Cash Process Management**, select **Sales Process Records**.

4. Select the sales process record.

5. Select the **Checklists** tab.

6. Select **Add item**.

7. Enter a task in the **Checkbox** field.

8. Repeat the steps to add more tasks to your checklist.

To remove a task while creating the checklist, select the Delete icon \[Omitted image "icon-delete-trashcan.png"\] Alt text: next to the task entry.

9. Select **Save**.

You can add more tasks to your checklist by selecting **Edit**.

10. Modify a saved checklist by adding or deleting items.

1. In the sales process record on the dashboard, select **Checklists**.

2. Select **Edit**.

3. Add or delete an item.

- To delete an item, select the Delete icon \[Omitted image "icon-delete-trashcan.png"\] Alt text: next to the task entry.
- To add an item, select **Add item** and provide the task name.
4. Select **Save**.

**Parent Topic:**[Using Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-process-management.md)

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[Configuring Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-lead-cash-process-management.md)

[Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-lead-cash-process-management.md)