---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a customer play task

# Create a customer play task {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or
external customers.

## Vorbereitungen

Role required: sn_acct_lc.customer_success_agent

## Prozedur

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer SuccessAll Customer Plays.
3. Open a customer play, navigate to the Success Tasks tab, and select New
4. On the form, fill in the fields.  
   {#account-lifecycle-create-success-case-task__table_olw_rwv_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System generated unique number for the onboarding case record. |
   | Account | The account number of the enterprise customer associated with the account. |
   | Parent | The parent customer play with which this task is to be associated is displayed. You can select a different customer play task from the drop-down list. |
   | Contact | The key customer contact for this customer play task. |
   | Assigned to | The key internal team member handling this customer play task. |
   | Squad | The team supporting this account for achieving both value and success. |
   | Category | The category associated with this customer play task. This can be: * Workshops and meetings * Design reviews * Product training * Professional services {#account-lifecycle-create-success-case-task__ul_d44_y3y_zbc} |
   | State | State of the customer play task. This can be: * New * In progress * Paused * Canceled * Closed {#account-lifecycle-create-success-case-task__ul_xcb_gmw_zbc} |
   | Progress | Current progress of this customer play task. This can be: * Not Started * On-Track * At Risk * Paused * Completed * Canceled {#account-lifecycle-create-success-case-task__ul_v54_pmw_zbc} |
   | Priority | Priority of this customer play task in comparison to others. This can be: * Critical * High * Medium * Low * Very Low {#account-lifecycle-create-success-case-task__ul_zth_ymw_zbc} |
   | Due date | Date by which the customer play task should be completed. |
   | Visible to customer | Select this check box if the customer play task should be visible to customers. |
   | Subject | Enter the subject or the goal for this customer play task. This is a required field. |
   | Watch list | Select the users who should be notified of any updates to the customer play. |
   | Work notes list | Select the users who should be notified of any updates to the worknotes. |
   | Description | Enter a description for this customer play. This is a required field. |
   | Work notes | Any internal notes regarding this objective. |
   | Additional comments | Any additional information that must be provided to the customer. This information is visible to the customer. |
   [Tabelle : 1. customer play form]

   {#account-lifecycle-create-success-case-task__table_olw_rwv_zbc}
5. Select Save to create a new customer play.
{#account-lifecycle-create-success-case-task__steps_cqm_tbx_zbc}

## Nächste Maßnahme

* Select Discuss to start a sidebar discussion about this customer play task. In the pop-up window, select the participants who must participate in the discussion, enter a brief message, and select Start discussion. A window appears with a link to the record for this initiative. Select Open record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream.
* Create success play: See [Create a success play](https://servicenow-prod.fluidtopics.net/yS8iEYRWubY2TU_w3ibY3g "Use this option to create a success play to create automated actions.").
{#account-lifecycle-create-success-case-task__ul_ypq_vnc_b2c}