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marie
marie
Gainsight Employee ⭐️⭐️
November 13, 2017

Make Tasks in Success Plan Template view

  • November 13, 2017
  • 1 reply
  • 68 views
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
      sai_ram
      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?

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