---
title: Create a task for a supplier case from the Source-to-Pay Workspace
description: You can create a task for a supplier case and assign it to a supplier contact.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/supplier-lifecycle-operations/create-new-task-for-supp-case.html
release: australia
product: Supplier Lifecycle Operations
classification: supplier-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Manage supplier tasks, Using Source-to-Pay Workspace, Use, Supplier Lifecycle Operations, Finance and Supply Chain]
---

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

You can create a task for a supplier case and assign it to a supplier contact.

## Before you begin

Role required: sn\_slm.manager, sn\_slm.owner, sn\_slm.fulfiller, or sn\_slm.admin

**Note:** The sn\_slm.owner role can create tasks only for the suppliers they own.

## Procedure

1.  Navigate to **All** > **Supplier Lifecycle Operations** > **Source-to-Pay Workspace**.

2.  Do one of the following.

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To

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Do this

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**Create a supplier task from Quick actions**

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On the home page, do one of the following:-   Under Quick actions, select **Create task**.
-   Under Quick actions, select **Manage my suppliers** and do the following:
    1.  Select the link to the supplier name under the Legal name column.
    2.  From the **Create** drop-down list, select **Supplier task**.


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**Create a supplier task from the List page**

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1.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\) and do one of the following:
    -   Navigate to **Lists** &gt; **My work** &gt; **Open tasks**
    -   Navigate to **Lists** &gt; **All work** &gt; **Supplier tasks**
    -   Navigate to **Lists** &gt; **All work** &gt; **Employee tasks**
    -   Navigate to **Lists** &gt; **Review needed** &gt; **Unassigned tasks**
2.  Select **New**.
3.  In the Create new task dialog box, in the **Task type** field, select **Supplier Task**.


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**Create a supplier task from the Case details page**

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1.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\) and do one of the following:
    -   Navigate to **Lists** &gt; **My work** &gt; **Open cases**
    -   Navigate to **Lists** &gt; **All work** &gt; **Cases**
2.  In the Number column, select the link to the case that you want to create a task for, and do one of the following:
    -   Select **Create task**.
    -   Select the **Supplier Tasks** tab and then select **New**.


</td></tr></tbody>
</table>3.  In the Create new task dialog box, do one of the following:

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To

</th><th>

Do this

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Create a task for a supplier

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1.  In the **Who is this task for?** section, select **Supplier**.
2.  In the **Action type** field, select one of the following task types:
    -   Complete a form
    -   Complete checklist
    -   Complete survey
    -   Mark complete
    -   Play video
    -   Sign document
    -   Upload documents
    -   View link


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Create a task for an internal employee

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1.  In the **Who is this task for?** section, select **An employee at my company**.
2.  In the **Action type** field, select one of the following task types:
    -   Mark complete
    -   Play video
    -   Upload documents
    -   View link


</td></tr></tbody>
</table>    For more information about the form fields and descriptions on the Create a new task form, see [Fields in the Create new task form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/create-new-supplier-task-form.md).

4.  Select **Submit**.

5.  On the Task form, fill in the fields.\[Omitted image "create-supplier-case-task-from-source-to-pay-workspace.png"\] Alt text: Create New Supplier task form.

    For more information about the form fields and descriptions, see [Task form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/slo-task-form.md).

6.  Select **Save**.

    The task is created in **Draft** state.

7.  Select **Submit task**.

    The task moves to the **Awaiting completion** state.


## Result

The task is created and assigned to the supplier contact.

An email notification is triggered to the assigned stakeholder. They can complete the task directly from the email or view it in the Supplier Collaboration Portal.

## What to do next

The supplier contact to whom this task is assigned can view it on the **My To-dos** page. For more information, see [Viewing supplier contact tasks from the Supplier Collaboration Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/my-to-dos.md).

**Parent Topic:**[Manage supplier tasks from the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/managing-tasks.md)

**Related topics**  


[Configure due dates for tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/configure-task-due-date.md)

[Submit a task from the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/submit-supplier-task.md)

[Complete a supplier task from the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/complete-supplier-task.md)