Contributor ⭐️⭐️

Copy/Clone Objectives

Forum|Forum|4 years ago
August 26, 2021
4 replies
56 views

Our team would like the ability to copy objectives including the tasks within that objective. Occasionally for our large global clients we have objectives that have to be repeated several times across their organization but are not relevant across our clients (and should not then be a playbook). Having this feature to clone or copy an objective would save our team time when this occurs.

sai_ram

Expert ⭐️⭐️

@amanda.wachendorf thank you for sharing!

@Anil Raj Pujari do we have this as part of the 2.0?

nancy_bray

Contributor ⭐️⭐️⭐️

@sai_ram @Anil Raj Pujari Is there any update to this functionality? Our use case is that CSMs are creating adoption plans via Success Plans. Often, they have repeating objectives that need to be managed, but it isn’t enough to warrant a playbook for everyone. So, the ability to clone an objective would save them time creating a new version each time.