■Question Overview
Regarding the display and management of ‘CTAs’ created within Success Plans
■Question Details
Is it not possible to display ‘CTAs’ added under ‘R360 > Success Plans > Cockpit’
in the ‘(Left-hand screen tab) > Cockpit’ section?
■Desired Outcome
I was planning to register CTAs linked to each Success Plan and manage the actions.
However, if they cannot be displayed on the ‘Cockpit’, I would need to click on each Success Plan every time to check the CTAs,
which I believe could lead to oversights.
If this is not possible from a technical standpoint, I would be grateful if you could share any examples of how other companies (or your own) manage CTAs linked to Success Plans,
if possible.
■Test Results
[Possible]
Timeline > Add Log Activity > Register Task
[Not Possible]
Success Plan > Add Log Activity > Add Task
Thank you for your assistance.
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