---
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 initiative

# Create a success initiative {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create a success initiative with a planned set of internal or external tasks to support a success outcome.

## Before you begin

Role required: sn_acct_lc.ale_success_agent, sn_acct_lc.ale_success_customer

## About this task

Success initiatives are a set of planned activities or tasks that a provider and a customer must complete to achieve a success outcome. A success initiative can include one or more tasks that can be internal or external and
can be defined with the Create Success Initiative playbook.  
Note:  
The Create Success Initiative playbook has a set of predefined stages and fields. You can add or modify these stages using Playbooks. See [Playbooks](https://www.servicenow.com/docs/access?context=exploring-process-automation-designer&version=xanadu&pubname=xanadu-build-workflows&ft:locale=en-US) for details.

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and click the List icon.
2. Navigate to the Customer SuccessAll Initiatives and click New to launch the playbook.
3. In the Initial Setup page, select the Success Outcome with this initiative is to be associated.
4. Click Continue to move to the next tab.  
   The success initiative record is created.
5. In the Plan the Plan section, enter the core information for this initiative as follows.  
   {#account-lifecycle-success-initiative__table_ofk_5cb_1cc__entry__2}

   |   |   |
   |-|-|
   | Success outcome | Select the success outcome associated with this initiative. |
   | Contact | The customer contact responsible for this initiative. |
   | Assigned to | The internal team member responsible for this initiative. |
   | Squad | The team supporting this account for achieving both value and success. |
   | Category | The category associated with this initiative. This can be: * General * Strategic planning * Architecture and design * Adoption * Technical guidance {#account-lifecycle-success-initiative__ul_d44_y3y_zbc} |
   | State | State of the initiative. This can be: * New * In progress * Paused * Canceled * Closed {#account-lifecycle-success-initiative__ul_xcb_gmw_zbc} |
   | Progress | Current progress of this initiative. This can be: * Not Started * On-Track * At Risk * Paused * Completed * Canceled {#account-lifecycle-success-initiative__ul_v54_pmw_zbc} |
   | Priority | Priority of this initiative in comparison to others. This can be: * Critical * High * Medium * Low * Very Low {#account-lifecycle-success-initiative__ul_zth_ymw_zbc} |
   | Due date | Date on which this initiative is due. |
   | Subject | Enter a subject for this initiative. |
   | Description | Enter a description for this initiative. |
   [ ]

   {#account-lifecycle-success-initiative__table_ofk_5cb_1cc}
6. Click Mark Complete.
7. In the Collab and Complete step, click Create Task to automatically create a sample success task or click Skip to skip this step.
8. In the Summarize and Close step, enter the following details.  
   * Closure code: Select the reason for which the record is being closed. This can be:
     * Achieved
     * Partially achieved
     * Missed
     * Canceled
     {#account-lifecycle-success-initiative__ul_fjj_ngb_1cc}
   * Close notes: Provide a description on which this initiative is being closed.
   {#account-lifecycle-success-initiative__ul_bfx_kgb_1cc}
9. Click Mark Complete to complete this task.  
   Note:  
   You can use response templates to provide quick responses, or copy and paste relevant information from a case. Click the Response template icon and select the response template you want to use. For more details on response templates, see [Response templates](https://www.servicenow.com/docs/access?context=response-templates-templated-snippets&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US).

## What to do next

You can perform the following actions:

* Assign to me: Select this option to reassign this initiative to yourself.
* Close initiative: Once the initiative has been completed and the Closure code is set to Achieved, you can close this initiative.
* Create success play: Select this option to create a success play. See [Create a success play](https://servicenow-prod.fluidtopics.net/7HU2QIfwJEV8dkBbIXcbwA "Use this option to create a success play to create automated actions.") for details.
{#account-lifecycle-success-initiative__ul_jzh_hhb_1cc}

*[\>]: and then