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parimala_agnihotri
Helper ⭐️
October 8, 2021

Ability to export success plans via excel to integrate with other project management tools

  • October 8, 2021
  • 2 replies
  • 75 views

We require the ability to export the success plans and share with customers.

The current link sharing is limited and does not allow users to export the plans and integrate with their Project management tools. If we can share the success plan as an excel instead of a link might be better.

2 replies

Cornelia
Cornelia
Contributor ⭐️⭐️⭐️⭐️⭐️
October 12, 2021

Hello @aparimala, thank you for your post, having this looked into by our Product Manager who will get back at the earliest.

Anil Raj Pujari
Anil Raj Pujari
Helper ⭐️⭐️
October 13, 2021

Hi @aparimala 

Here is support document on Success plans APIs which might help in integrating with other project management tools. You could share success plan via success snapshots too. We are enhancing the capabilities of success plan for project management use case. What features you would like to see in the roadmap

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