Configure onboarding tasks in playbook

task australia Updated Sep 10, 2026 1 min read account-lifecycle-configure-simple.md

You can configure customer success onboarding tasks in a playbook using the Process Automation Designer.

Before you begin

Role required:

sn_acct_lc.agent
One or more Playbooks roles. See Playbooks roles for details.

About this task

You can add, modify, and delete any tasks for the Customer success onboarding tasks in a playbook using the Process Automation Designer. For example, if you want to configure one of the tasks in the Development & Automation lane, perform the following steps.

Procedure

Navigate to All > Process Automation Designer > Playbook Designer.
Select the Account lifecycle onboarding process.
Navigate to the Development & Automation lane and select the Setup Account Relationships activity.
In the Activity properties window, select View all properties and select Advanced.
In the General tab, enter the label name and description.
In the When to start field, select With Previous.

This option enables you to execute all activities in the task in parallel.
Select the Automation tab and select Onboarding Task table.
Add all required fields and any other fields that must be populated for this task in the Customer success onboarding in the onboarding playbook.
Select Done and then Activate.

Parent Topic:Configure the account onboarding playbook

53 lines · 2.2 KB Wrap lines

---
title: Configure onboarding tasks in playbook
description: You can configure customer success onboarding tasks in a playbook using the Process Automation Designer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-configure-simple.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Account onboarding playbook, Configure, Customer Success Management]
---

# Configure onboarding tasks in playbook

You can configure customer success onboarding tasks in a playbook using the Process Automation Designer.

## Before you begin

Role required:

- sn\_acct\_lc.agent
- One or more Playbooks roles. See [Playbooks roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/process-automation-designer-roles.md) for details.

## About this task

## Procedure

1. Navigate to **All** &gt; **Process Automation Designer** &gt; **Playbook Designer**.

2. Select the **Account lifecycle onboarding process**.

3. Navigate to the Development &amp; Automation lane and select the Setup Account Relationships activity.

4. In the Activity properties window, select **View all properties** and select **Advanced**.

5. In the General tab, enter the label name and description.

6. In the When to start field, select **With Previous**.

This option enables you to execute all activities in the task in parallel.

7. Select the Automation tab and select **Onboarding Task** table.

8. Add all required fields and any other fields that must be populated for this task in the Customer success onboarding in the onboarding playbook.

9. Select **Done** and then **Activate**.

**Parent Topic:**[Configure the account onboarding playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-configure.md)