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marie
Gainsight Employee ⭐️⭐️
Nov 13, 2017 10:30 PM UTC

Make Tasks in Success Plan Template view

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
    Expert ⭐️⭐️
    Feb 20, 2019 6:53 AM UTC
    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?

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