Create an internal play task
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.customer_success_agent
Procedure
Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
Navigate to the Customer Success > All Internal Plays.
Open an internal play, select the Related Items option in the contextual side panel, expand the Internal Play Tasks related item, and select Create.
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. |
| 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. |
- Select Save to create internal play task.
What to do next
- Select Discuss to start a sidebar discussion about this internal play task. In the pop-up window, select the participants who need to 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 an internal play