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Add tasks to template on Success Plan

  • June 26, 2018
  • 1 reply
  • 82 views
ana_costa_ed8be0
Hello, 

Does anyone know how to add "TASKS" under this template ? 

Best answer by sagan_sherlin

Hi Ana!  Under Cockpit - use the arrows to navigate over to Playbooks.  When creating a Playbook, add it to the Objective Type.  After you create your Playbook, you're able to create an Object under Success Plan and then Map a Playbook to that Objective.

I hope that helps!

How to Create Playbooks
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/04_...

Configure Success Plans for the C360/R360
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/07_...
ana_costa_ed8be0

1 reply

sagan_sherlin
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  • sagan_sherlin
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  • Answer
  • June 26, 2018
Hi Ana!  Under Cockpit - use the arrows to navigate over to Playbooks.  When creating a Playbook, add it to the Objective Type.  After you create your Playbook, you're able to create an Object under Success Plan and then Map a Playbook to that Objective.

I hope that helps!

How to Create Playbooks
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/04_...

Configure Success Plans for the C360/R360
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/07_...
H
dan_ahrens
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