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rkumar
Contributor ⭐️⭐️⭐️⭐️
Jan 16, 2020 2:53 PM UTC
Solved

Edit task in playbook

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?

    aditya_marla
    aditya_marlaAnswer
    Helper ⭐️⭐️⭐️
    Jan 20, 2020 6:46 AM UTC

    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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    1 reply

    aditya_marla
    aditya_marlaAnswer
    Helper ⭐️⭐️⭐️
    Jan 20, 2020 6:46 AM UTC

    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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