---
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: "2026-03-12"
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** > **CSM/FSM Configurable 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)