Create a finance task form
Use the Create New Finance task form to provide details about the finance task.
| Tab | Description |
|---|---|
| Number | System-generated unique identifier for the task. |
| State | Status of the task:- Pending - Open - Work in Progress - Closed Complete - Closed Incomplete - Closed Skipped |
| Priority | Urgency of task. |
| Related case | Case associated with the task. |
| Assignment group | Group that you want to assign this task. You can assign the task to any group. Members who have the Finance roles can see and work on the task. |
| Assigned to | Person that you want to assign this task to. You can assign the task to any person. Persons who have the Finance roles can see and work on the task. |
| Short description | Brief description about the task. |
| Description | Detailed description about the task. |
Parent Topic:Finance Case Management Reference
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