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Make Tasks in Success Plan Template view

  • November 13, 2017
  • 1 reply
  • 52 views

marie
  • Gainsight Employee ⭐️⭐️
Would be very convenient to make the tasks under an Objective directly from the admin screen when creating a new Success Plan template vs. having to add a Playbook

1 reply

sai_ram
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  • Expert ⭐️⭐️
  • February 20, 2019
Hi Marie,

Thanks for sharing this, sorry for the delay response. I recently started going through all of the unanswered  or unresolved posts here.

Let me know if I understand correcyly, you want to add tasks directly when creating a SP template vs having to apply a playbook?