Skip to main content
Question

Is there a way to add sub tasks to a task within a Success Plan?

  • June 12, 2018
  • 8 replies
  • 48 views

amanda_neil
Forum|alt.badge.img
Is there a way to add sub tasks to a task within a Success Plan?

8 replies

rbegley
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • June 12, 2018
Success Plans are comprised of Objective CTAs, acting as a group of CTAs.  Each Objective CTA can have a playbook of Tasks similar to all other CTAs.

Does this answer your question?

amanda_neil
Forum|alt.badge.img
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 12, 2018
Almost :-)  What I am looking for is as a part of the CTA task is there another level in which we can add a sub task, hope that makes sense.  Looking to have Success Plans have Category then Objective, then Milestone (Task) then another option for a sub task of the that Milestone (task).

rbegley
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • June 12, 2018
Understood.

Unfortunately, there are no sub-tasks in the current Task model.  This would be a great enhancement, however, to have the ability to nest Tasks within Tasks!

amanda_neil
Forum|alt.badge.img
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 13, 2018
How do we get this on the enhancement list?

rbegley
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • June 13, 2018
The easiest way is to get support from the community by creating an Idea type of post, with information on how you would want it to work and what your use case is.  Others can then vote for it and the Product team can take the feedback of the most desired items and work them into the roadmap.

I think having a 'Parent Task' would get a lot of traction for a variety of reasons.

lila_meyer
Forum|alt.badge.img+5
  • Gainsight Employee ⭐️⭐️⭐️
  • June 18, 2018
I'll just convert this post to an Idea, Amanda, and that way we can track it and people can vote for it/comment.

amanda_neil
Forum|alt.badge.img
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 18, 2018
I already created an idea for this, thank you


lila_meyer
Forum|alt.badge.img+5
  • Gainsight Employee ⭐️⭐️⭐️
  • June 18, 2018
Thanks, Amanda! Here's the Idea post for anyone else who wants to vote for the Idea or comment.