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Reference › Supplier Lifecycle Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create new task form

Use the Create new task form to add a new task to a supplier case.

FieldDescription
Who is this task for?Option to select who this task is intended for. The options are:- Supplier - An employee at my company
Action type

Action type that defines the supplier task. The options for a supplier task are:- Complete a form - Complete checklist - Complete survey - Mark complete - Play video - Sign document - Upload documents - View link

Action type that defines the employee task. The options for an employee task are:

  • Mark complete
  • Play video
  • Upload documents
  • View link
  • Task form
    Use the Details tab of the task form to provide details about the supplier or employee task.

Parent Topic:Supplier Lifecycle Operations reference

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Supplier Lifecycle Operations glossary

Create a task for a supplier case from the Source-to-Pay Workspace