---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Using Playbooks for Portals

# Using Playbooks for Portals {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Whether you're a customer service agent or a customer, you can use Customer Service Management (CSM) playbooks on service portals to complete the tasks and activities that you need to resolve your cases.  
With Playbooks for Portals, you get a guided interface where you can take prompt actions on the pending tasks and activities that are related to your cases. You get the following key benefits by using Playbooks for Portals:

* Enhanced experience. Follow the step-by-step process that has features, such as save and resume, where you can initiate work on a case and then resume it later.
* Decreased case resolution time. Track and complete the requested tasks promptly and accurately. You can get a faster case resolution with Playbooks for Portals.
* Increased visibility. Get visibility into the status of the case and get insights into the expected resolution time.
{#using-playbooks-for-portals__ul_pff_trx_yzb}  
The playbook includes multiple stages. Each stage has one or more activities to complete. You can see the activity stream against the case playbook, the task on the playbook, and the related information for the case as available. When using a playbook, you can do the following actions:

* View the stages and activities outlined in the playbook.
* Select an activity and carry out the required tasks to complete it.

* See the status indicators that display the current state of each activity or step.
* See the check boxes and counters that indicate where you are in the workflow.
* Mark an activity as complete and proceed to the next activity or stage.

* Continue completing the stages and activities necessary to submit the case.

{#using-playbooks-for-portals__ul_dnj_1sx_yzb}
**Related concepts**   

* [Creating an onboarding case with Playbooks for Portals](https://www.servicenow.com/docs/pUglsStDoqEAdpyzWz3FKw "Whether you're a contact or a consumer, you can create an onboarding case with a case type that is based on the issue or request in either the Customer Service Portal or Consumer Service Portal.")
* [Creating a guided onboarding case from CSM Configurable Workspace](https://www.servicenow.com/docs/R56nDfCMbapPtWb4cAHKlg "An agent can create a case for a contact or a consumer when the contact or consumer reaches out through a phone call, email, or chat from the CSM Configurable Workspace.")  
**Related tasks**   

* [Create an onboarding request from the service catalog](https://www.servicenow.com/docs/IVO7okGLUML7ryhnAtxChg "Create a new onboarding request from the Customer or Consumer Service Portals by navigating the service catalog.")