Create an internal play task

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create an internal play task that must be performed when the internal play is launched. An internal play task must have a clear purpose and specifies the activity that must be performed. It is not visible to customers.

    Before you begin

    Role required: sn_acct_lc.ale_success_agent

    Procedure

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > All Internal Plays.
    3. Open an internal play, navigate to the Internal Play Tasks tab and click New
    4. On the form, fill in the fields.
      Table 1. Success case form
      Field Description
      Number System generated unique number for the onboarding case record.
      Account The account number of the enterprise customer associated with the account.
      Engagement Select the engagement record to which the internal play task is related.
      Internal play The internal play with which this task is to be associated is displayed. You can select a different internal play from the drop down list.
      Assigned to The key internal team member responsible for this internal play task.
      Squad The team supporting this account for achieving both value and success.
      State State of the internal play task. This can be:
      • New
      • In progress
      • Paused
      • Canceled
      • Closed
      Progress Current progress of this internal play task. This can be:
      • Not Started
      • On-Track
      • At Risk
      • Paused
      • Completed
      • Canceled
      Priority Priority of this internal play task in comparison to others. This can be:
      • Critical
      • High
      • Medium
      • Low
      • Very Low
      Due date Date by which the internal play task should be completed.
      Short description Enter a short description for this internal play task. This is a mandatory field.
      Watch list Select the users who should be notified of any updates to the internal play task.
      Work notes list Select the users who should be notified of any updates to the worknotes.
      Description Enter a description for this internal play task. This is a mandatory field.
      Work notes Any notes to internal team members regarding this internal play.
    5. Click Save to create a new internal play task.