Is there a way to report on the status of a task within a success plan?
Thanks:)
Question
Reporting on Success Plan Tasks
+5Yes through the CS Task object. You have to filter for tasks that are associated with Success Plans.
Jeff Kirkpatrick
+5...by pulling in the Success Plan ID via the the CTA Lookup.
Show CS Task::Status (and any other fields) if CS Task → CTA → Success Plan != NULL
Jeff Kirkpatrick
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