Create business process tasks

---
title: Create business process tasks
description: Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/create-business-process-tasks.html
release: brazil
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 business process tasks

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** > **CRM Workspace**.

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

3.  Navigate to **Lead to Cash Process Management** > **Business Process Tasks**.

4.  Select **New**.

5.  On the form, fill in the fields.

<table id="table_xml_lgh_xfc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Unique ID of the business process task record.

</td></tr><tr><td>

Business process record

</td><td>

The sales process record.

</td></tr><tr><td>

Parent

</td><td>

\(Optional\) Parent record of the selected object. In this case, another business process task.

</td></tr><tr><td>

Priority

</td><td>

The order in which the task should be addressed. The available options are:-   1 - Critical
-   2 - High
-   3 - Moderate
-   4 - Low
-   5 - Planning


</td></tr><tr><td>

State

</td><td>

State of the task record. The available options are:-   Open
-   Work in Progress
-   Closed Complete
-   Closed Incomplete
-   Closed Skipped


</td></tr><tr><td>

Assignment group

</td><td>

User group to assign to the task.

</td></tr><tr><td>

Assigned to

</td><td>

The sales process manager to assign to the task.

</td></tr><tr><td>

Short description

</td><td>

\(Optional\) A brief description summarizing the task.

</td></tr><tr><td>

Work notes

</td><td>

\(Optional\) Records activities by internal users.

</td></tr></tbody>
</table>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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/monitor-track-sales-activities.md).

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

**Related topics**  


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

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