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Creating an order case › Order Operations Case Management › Case management › Organize agent workspaces › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a task for an order case line item

Create a task for an order case line item.

Before you begin

Role required: sn_order_case.creator, sn_order_case.agent, sn_customerservice_agent, admin

Procedure

  1. Open an order case record in CSM Configurable Workspace.

  2. Select an order case line item in the Order Case Line list.

  3. Select Create task to display the Create New Case Line Task form.

  4. Enter information in the fields on the form.

  5. Select Save.

    The system displays the new case line task record.