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Make it easier and frictionless when updating Success Plans with the customer

  • September 26, 2023
  • 0 replies
  • 9 views

jhoe17
  • Contributor ⭐️⭐️

It would be great to be able to view Success Plan objectives & tasks in a table format, e.g. MS Project. This will reduce the number of clicks to view the task and insert an update to the task. Currently, this is a time consuming task for us and for our customers in updating the plan. In addition, when we are reviewing the Success Plan on a call with the customer, this will streamline the activity and reduce the amount of time spent updating the plan during our meeting.