---
title: Create a task from a procurement case
description: Create a task directly from a procurement case. You can also create associated tasks and assign these tasks to fulfill the request.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/assign-procurement-task.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using Procurement Case Management, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Create a task from a procurement case

Create a task directly from a procurement case. You can also create associated tasks and assign these tasks to fulfill the request.

## Before you begin

Role required: sn\_spend\_psd.psd\_admin, sn\_spend\_psd.agent

## Procedure

1.  Navigate to **All** > **Procurement Case Management** > **Source-to-Pay Workspace**.

    A Source-to-Pay Workspace agent page is displayed.

2.  Select the **List** button on the left pane.

    The List pane expands to displays all related lists.

3.  Select **Requisitions**.

4.  Select the requisition number for which you want to add a task.

5.  Select the **Purchasing Tasks** tab.

6.  Select **New** on the associated Procurement Tasks list.

    The Create a new task pop-up is displayed.

7.  In the **What task would you like to create?** field, select a task type.

    For information on the task types, see [Purchasing tasks and procurement cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/purchasing-tasks.md).

8.  Select **Create task**.

9.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Number|System-generated unique identifier for the task.|
    |Created|Creation date of the task.|
    |Task type|Type of the task to fulfill the request.|
    |Sub type|Subtype of the task to fulfill the request.|
    |Request|Associated request for the task.|
    |State|Status of the task.|
    |Assignment group|Group that can fulfill the task.|
    |Assignment to|Person assigned to complete the task.|
    |Due date|Expected date of completion for the task.|
    |Short description|Short description of the task.|
    |Description|Detailed description of the tasks.|

10. Select **Submit**.

    You can create multiple tasks to fulfill the procurement case. All tasks in Open state are displayed on the **Open tasks** pane of the task tab. You can access the tasks directly from this pane and perform the necessary actions.


**Parent Topic:**[Using Procurement Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/using-pcm.md)