---
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 case task

# Create a success case task {#ariaid-title1}

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

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

## Before you begin

Role required: sn_acct_lc.ale_success_agent

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer SuccessAll Success Cases.
3. Open an success case, navigate to the Success Tasks tab and click 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 success case with which this task is to be associated is displayed. You can select a different success case task from the drop down list. |
   | Contact | The key customer contact for this success case task. |
   | Assigned to | The key internal team member handling this success case task. |
   | Squad | The team supporting this account for achieving both value and success. |
   | Category | The category associated with this success case 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 success case 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 success case 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 success case 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 success case task should be completed. |
   | Visible to customer | Select this checkbox if the success case task should be visible to customers. |
   | Subject | Enter the subject or the goal for this success case task. This is a mandatory field. |
   | Watch list | Select the users who should be notified of any updates to the success case. |
   | Work notes list | Select the users who should be notified of any updates to the worknotes. |
   | Description | Enter a description for this success case. This is a mandatory field. |
   | Work notes | Any internal notes regarding this objective. |
   | Additional comments | Any additional information that needs to be provided to the customer. This information will be visible to the customer. |
   [Table 1. Success case form]

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

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