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Edit task in playbook

  • 16 January 2020
  • 1 reply
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I have a playbook in which I am modifying tasks. In the task there is a Owner component which I want to fill as CSM. However, I get two options for CSM:

1) relationship->CSM, and

2) company->CSM.

Could you please advise what is the difference between the two and which one should be chosen?

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Best answer by aditya_marla 20 January 2020, 07:46

Hi @rkumar 

If you choose Company->CSM : what it means is that when the playbook is assigned to a CTA...the owner of the task will be the CSM of the company. 

If you choose Relationship->CSM : what it means is that when the playbook is assigned to a CTA...the owner of the task will be the CSM of the relationship to which the CTA belongs.

In your use-case, if the owner of the tasks is always the owner of the CTA...then you can assign it to the CTA->Owner.

Let me know if that helps 

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Userlevel 5

Hi @rkumar 

If you choose Company->CSM : what it means is that when the playbook is assigned to a CTA...the owner of the task will be the CSM of the company. 

If you choose Relationship->CSM : what it means is that when the playbook is assigned to a CTA...the owner of the task will be the CSM of the relationship to which the CTA belongs.

In your use-case, if the owner of the tasks is always the owner of the CTA...then you can assign it to the CTA->Owner.

Let me know if that helps 

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