---
title: Create and manage task checklists
description: Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-checklists-l2c-process-management.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Lead-to-Cash Process Management, Order operations apps, Use, Sales Customer Relationship Management]
---

# 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 \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Under **Lead to Cash Process Management**, select **Sales Process Records**.

4.  Select the sales process record.

5.  Select the **Checklists** tab.

6.  Select **Add item**.

7.  Enter a task in the **Checkbox** field.

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

    To remove a task while creating the checklist, select the Delete icon \[Omitted image "icon-delete-trashcan.png"\] Alt text: next to the task entry.

9.  Select **Save**.

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

10. 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 \[Omitted image "icon-delete-trashcan.png"\] Alt text: next to the task entry.
        -   To add an item, select **Add item** and provide the task name.
    4.  Select **Save**.


**Parent Topic:**[Using Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-process-management.md)

**Related topics**  


[Configuring Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-lead-cash-process-management.md)

[Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-lead-cash-process-management.md)