Create a customer play task
Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external customers.
Before you begin
Role required: sn_acct_lc.customer_success_agent
Procedure
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Navigate to Workspace > CRM Workspace and select the List icon.
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Navigate to the Customer Success > All Customer Plays.
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Open a customer play, select the Related Items option in the contextual side panel, expand the Customer Play Tasks related item, and select Create.
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On the form, fill in the fields.
|
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 customer play with which this task is to be associated is displayed. You can select a different customer play task from the drop-down list. |
|
Contact |
The key customer contact for this customer play task. |
|
Assigned to |
The key internal team member handling this customer play task. |
|
Squad |
The team supporting this account for achieving both value and success. |
|
Category |
The category associated with this customer play task. This can be:- Workshops and meetings
|
|
State |
State of the customer play task. This can be:- New
|
|
Progress |
Current progress of this customer play task. This can be:- Not Started
|
|
Priority |
Priority of this customer play task in comparison to others. This can be:- Critical
|
|
Due date |
Date by which the customer play task should be completed. |
|
Visible to customer |
Select this check box if the customer play task should be visible to customers. |
|
Subject |
Enter the subject or the goal for this customer play task. This is a required field. |
|
Watch list |
Select the users who should be notified of any updates to the customer play. |
|
Work notes list |
Select the users who should be notified of any updates to the worknotes. |
|
Description |
Enter a description for this customer play. This is a required field. |
|
Work notes |
Any internal notes regarding this objective. |
|
Additional comments |
Any additional information that must be provided to the customer. This information is visible to the customer. |
What to do next
- Select Discuss to start a sidebar discussion about this customer play task. In the pop-up window, select the participants who must participate in the discussion, enter a brief message, and select Start discussion. A window appears with a link to the record for this initiative. Select Open record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream.
- Create success play: See Create a success play.
Parent Topic:Create a customer play
--- title: Create a customer play task description: Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external customers. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-success-case-task.html release: australia topic_type: task last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Create a customer play, Manage playbooks, Customer success, Use, Customer Success Management] --- # Create a customer play task Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external customers. ## Before you begin Role required: sn\_acct\_lc.customer\_success\_agent ## Procedure 1. Navigate to **Workspace** > **CRM Workspace** and select the **List** icon. 2. Navigate to the **Customer Success** > **All Customer Plays**. 3. Open a customer play, select the Related Items option in the contextual side panel, expand the Customer Play Tasks related item, and select **Create**. 4. On the form, fill in the fields. <table id="table_olw_rwv_zbc"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Number </td><td> System generated unique number for the onboarding case record. </td></tr><tr><td> Account </td><td> The account number of the enterprise customer associated with the account. </td></tr><tr><td> Parent </td><td> The parent customer play with which this task is to be associated is displayed. You can select a different customer play task from the drop-down list. </td></tr><tr><td> Contact </td><td> The key customer contact for this customer play task. </td></tr><tr><td> Assigned to </td><td> The key internal team member handling this customer play task. </td></tr><tr><td> Squad </td><td> The team supporting this account for achieving both value and success. </td></tr><tr><td> Category </td><td> The category associated with this customer play task. This can be:- Workshops and meetings - Design reviews - Product training - Professional services </td></tr><tr><td> State </td><td> State of the customer play task. This can be:- New - In progress - Paused - Canceled - Closed </td></tr><tr><td> Progress </td><td> Current progress of this customer play task. This can be:- Not Started - On-Track - At Risk - Paused - Completed - Canceled </td></tr><tr><td> Priority </td><td> Priority of this customer play task in comparison to others. This can be:- Critical - High - Medium - Low - Very Low </td></tr><tr><td> Due date </td><td> Date by which the customer play task should be completed. </td></tr><tr><td> Visible to customer </td><td> Select this check box if the customer play task should be visible to customers. </td></tr><tr><td> Subject </td><td> Enter the subject or the goal for this customer play task. This is a required field. </td></tr><tr><td> Watch list </td><td> Select the users who should be notified of any updates to the customer play. </td></tr><tr><td> Work notes list </td><td> Select the users who should be notified of any updates to the worknotes. </td></tr><tr><td> Description </td><td> Enter a description for this customer play. This is a required field. </td></tr><tr><td> Work notes </td><td> Any internal notes regarding this objective. </td></tr><tr><td> Additional comments </td><td> Any additional information that must be provided to the customer. This information is visible to the customer. </td></tr></tbody> </table>5. Select **Save** to create customer play. ## What to do next - Select **Discuss** to start a sidebar discussion about this customer play task. In the pop-up window, select the participants who must participate in the discussion, enter a brief message, and select **Start discussion**. A window appears with a link to the record for this initiative. Select **Open record** and start the discussion. When the discussion has been completed, you can see the details in the **Activity stream**. - Create success play: See [Create a success play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-success-play.md). **Parent Topic:**[Create a customer play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-success-case-playbook.md)
| title | Create a customer play task |
| description | Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external customers. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-success-case-task.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Create a customer playManage playbooksCustomer successUseCustomer Success Management |