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 > CSM/FSM Configurable Workspace.

2. Select the List icon

1. Under Lead to Cash Process Management, select Sales Process Records.

2. Select the sales process record.

3. Select the Checklists tab.

4. Select Add item.

5. Enter a task in the Checkbox field.

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

   To remove a task while creating the checklist, select the Delete icon

1. Select Save.

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

2. 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

    -   To add an item, select **Add item** and provide the task name.
4.  Select **Save**.

Parent Topic:Using Lead-to-Cash Process Management

Related topics

Configuring Lead-to-Cash Process Management

Lead-to-Cash Process Management