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Add tasks to template on Success Plan

  • 26 June 2018
  • 1 reply
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Hello, 



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

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Best answer by sagan_sherlin 26 June 2018, 23:05

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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_...

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