Creating Playbook Tasks

To create a playbook task from Customer Success Management Workspace:

1. Click Create Playbook Task in the Actions panel on the Customer Success Management Workspace. The Create Playbook Task window displays.
2. Enter a name for the new playbook task.

3. [Optional] Complete the following fields:

   1. Select an account to associate with the playbook task.
   2. Select the resources that you want to assign to the task. The drop-down list displays the first five available resources, sorted alphabetically. You must search for and select any additional resources you want to assign to a task. You cannot assign a PSA resource to a playbook task.
   3. Select a playbook to associate with the playbook task.
   4. Select a start date for the playbook task. This date must be within the associated playbook's date range.
   5. Select an end date for the playbook task. This date must be within the associated playbook's date range.
   6. Select a parent success plan to associate with the playbook task.
   7. Select an objective to associate with the playbook task.
   8. Update the task status. The status is set to Draft by default.
   9. Enter any notes for the playbook task. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
4. Click Create.

To create a playbook task from Success Tracker:

1. Navigate to Success Tracker. For more information, see Using Success Tracker.
2. Click and then click Add Task. The Create Playbook Task window displays.
3. Enter a name for the new playbook task.

4. [Optional] Complete the following fields:

   1. Select an account to associate with the playbook task.
   2. Select the resources that you want to assign to the task. The drop-down list displays the first five available resources, sorted alphabetically. You must search for and select any additional resources you want to assign to a task. You cannot assign a PSA resource to a playbook task.
   3. Select a playbook to associate with the playbook task.
   4. Select a start date for the playbook task. This date must be within the associated playbook's date range.
   5. Select an end date for the playbook task. This date must be within the associated playbook's date range.
   6. Select a parent success plan to associate with the task.
   7. Update the task status. The status is set to Draft by default.
   8. Enter any notes for the playbook task. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
5. Click Create.

To create a playbook task from the Playbook Tasks tab:

1. Click New in the Playbook Tasks tab. The New Playbook Task window displays.
2. Enter a name for the new playbook task.

3. [Optional] Complete the following fields:

   1. Update the task status. The status is set to Draft by default.
   2. Select Completed if you want to mark the playbook task as completed.
   3. Select an account to associate with the playbook task.
   4. Select a parent success plan to associate with the task.
   5. Select a playbook to associate with the playbook task.
   6. Select an objective to associate with the playbook task.
   7. Select a start date and time for the playbook task. This date must be within the associated playbook's date range.
   8. Select a resource role for the playbook task.
   9. Enter the number of hours required to complete the playbook task.
   10. Select an end date and time for the playbook task. This date must be within the associated playbook's date range.
   11. Enter the resources assigned to the playbook task.
   12. Enter any notes for the playbook task. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
   13. Enter a description for the playbook task.
4. Click Save to save the playbook task or Save & New to save the playbook task and create a new one.