---
sourceDocument: Xanadu Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/acct-lifecycle-events

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a success blueprint

# Create a success blueprint {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use this option to create a success blueprint or a template to create automated activities that need to be executed during the engagement lifecycle.

## Before you begin

Role required: sn_acct_lc.ale_success_agent

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. On the Success landing page, click View engagement and then click Create success blueprint.
3. Select a subcategory that aligns with your goal.  
   The activities displayed are filtered based on the subcategory you select here.
4. Select the activity that must be completed to achieve your goal.
5. Click Next to continue.  
   Based on your previous selections, you are prompted for additional details in the next page.
6. Click Finish.  
   You will see a notification indicating that the success blueprint has been created. When the tasks are completed, the work notes are updated indicating that it is complete.
{#account-lifecycle-create-blueprint__steps_f4s_3v2_1cc}

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