---
title: Create a procurement task
description: As a procurement specialist, create a procurement task for the shopper or employer from the contextual panel of a procurement object details page in Source-to-Pay Workspace, to address your procurement-related business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/create-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: 3
breadcrumb: [Using Procurement Case Management, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Create a procurement task

As a procurement specialist, create a procurement task for the shopper or employer from the contextual panel of a procurement object details page in Source-to-Pay Workspace, to address your procurement-related business needs.

\[Omitted video\] Description: Describes the procedure for creating a procurement task from the Procurement workspace.

## Before you begin

Role required: sn\_shop.procurement\_specialist

## Procedure

1.  Navigate to **All** > **Procurement Case Management** > **Procurement Workspace**.

2.  On the list page, navigate to **All work**.

3.  Select the procurement object that you want to work with.

4.  On the details page, select the **Related cases and tasks** icon in the contextual panel of the procurement object.

5.  Select the + icon.

6.  On the **Create a new case or task** dialog box, select **Create procurement task** in the **What would you like to create?** list.

7.  Select **Create**.

8.  On the form, fill in the fields.

<table id="table_ecv_33n_2wb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System-generated unique identifier for the task.

</td></tr><tr><td>

Task type

</td><td>

Type of task based on the requirement.

</td></tr><tr><td>

Select action type for task

</td><td>

Type of action that the shopper must complete for this task to progress. The options are:-   Mark complete
-   View link
-   Play video
-   Upload documents
-   Complete a form
-   Sign document
**Note:**

-   For View link or Play video action types, the required **URL** field must be populated with the desired link.
-   For the Complete a form action type, the required **Catalog item** field must be populated with the desired form or catalog item that is to be completed.
-   For the Sign document action type, the required **Document template** field must be populated with the desired preconfigured template that is to be sent for signing.


</td></tr><tr><td>

Assignment group

</td><td>

Group to which the task is assigned to.

</td></tr><tr><td>

Assigned to

</td><td>

Person within the assignment group to whom the task is assigned to.**Note:** You must assign the action type to the concerned shopper or employee for them to find it in their tasks list.

</td></tr><tr><td>

State

</td><td>

Current state the task is in.**Note:** The assigned to shopper or employee can view this task in Employee Center or Shopping Hub only when the status of the task is updated to Work in Progress.

</td></tr><tr><td>

Due date

</td><td>

Expected date and time by when the task is expected to be resolved.

</td></tr><tr><td>

Short description

</td><td>

Brief description of the task.

</td></tr><tr><td>

Description

</td><td>

Detailed description of the task.

</td></tr><tr><td class="sub-head" colspan="2">

Summary Details

</td></tr><tr><td>

Related case

</td><td>

Case associated with the task.

</td></tr><tr><td>

Sourcing request

</td><td>

Sourcing request associated with the task.

</td></tr><tr><td>

Purchase requisition

</td><td>

Purchase requisition associated with the task.

</td></tr><tr><td>

Purchase order

</td><td>

Purchase order associated with the task.

</td></tr><tr><td>

Sourcing decision dependent on task

</td><td>

Whether any sourcing decision is dependent on the task.**Note:** This field is displayed only if a related sourcing request is entered.​

</td></tr><tr><td>

Qualification dependent on task

</td><td>

Whether any qualification is dependent on the task.**Note:** This field is displayed only if a related sourcing request is entered.​

</td></tr><tr><td>

Order dependent on task

</td><td>

Whether the order is dependent on the task.**Note:** This field is displayed only if a related purchase requisition is entered.​

</td></tr><tr><td>

Expected start

</td><td>

Date and time by when work is expected to start on the task.

</td></tr><tr><td>

Actual start

</td><td>

Date and time when work actually starts on the task.

</td></tr><tr><td>

Actual end

</td><td>

Date and time when work actually completes on the task.

</td></tr><tr><td>

Duration

</td><td>

Time taken to resolve the task, in days, hours, minutes, and seconds.

</td></tr></tbody>
</table>9.  Select **Save**.

10. Select **Send to assignee** to send the task to the assigned shopper or employee's queue.

    If you have created a procurement task with action type as Sign document, a document task is automatically created and assigned to the selected shopper or employee.


**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)