--- title: Create a task for an invoice case line description: Create a case line task for an invoice case line. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/invoice-ops-create-case-line-task.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Creating an invoice case, Case Management for Invoice Operations, Case management, Organize agent workspaces, Configure, Customer Service Management] --- # Create a task for an invoice case line Create a case line task for an invoice case line. ## Before you begin Role required: sn\_csm\_invoice.agent, sn\_csm\_invoice.manager, admin ## Procedure 1. Open an invoice case In CRM Workspace. 2. Select the Invoice Case Lines tab and then select an invoice case line. 3. Select **Create case line task**. The system opens a Create New Case Line Task form in a separate sub tab. 4. Add information to the Create New Case Line Task form. 5. Select **Save**. The system adds the new task record to the Tasks tab on the Invoice Case Line record.