Skip to main content
tyler_tew
Contributor ⭐️⭐️⭐️
Jul 25, 2019 3:55 PM UTC

Assign Tasks or Objectives to Contacts

Hello,

One of our teams has requested the ability to assign the Objectives and/or Tasks of a shared success plan to a contact(s), and the ability for the contact to be ble to mark those objectives/tasks as completed.

I believe the intent here is to give the customer more ownership and control over the content of the shared success plan.

      3 replies

      faust_belarmino
      faust_belarmino
      Helper ⭐️⭐️
      Jul 25, 2019 4:00 PM UTC
      Hi @tyler_tew ! Here are two other community posts with related asks. From what I've seen, external interaction with the Success Plan will be rolled out with Gainsight NXT. Feel free to comment and upvote those posts. :)


      Translate
      jackie_galvan
      jackie_galvan
      Contributor ⭐️⭐️
      Oct 22, 2019 6:11 PM UTC

      My team is very interested in this. The above links are broken - could you provide updated links @faust_belarmino ? We use Gainsight for SFDC, so I am not sure if this functionality is applicable, but I’d be interested to see how it works in NXT. 

      Translate
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        Oct 25, 2019 2:41 PM UTC

        My team is very interested in this. The above links are broken - could you provide updated links@faust_belarmino ? We use Gainsight for SFDC, so I am not sure if this functionality is applicable, but I’d be interested to see how it works in NXT. 

        Hi @jackie_galvan ! I think the links broke when we transitioned to the new community platform. Try these links. they should  work! :)
         

        Translate
        Terms & ConditionsAccessibility statement