Skip to main content
Contributor ⭐️⭐️⭐️⭐️⭐️
September 13, 2023
Question

Reporting on Success Plan Tasks

  • September 13, 2023
  • 3 replies
  • 92 views

Is there a way to report on the status of a task within a success plan?

Thanks:)

3 replies

darkknight
Expert ⭐️
September 13, 2023

Yes through the CS Task object. You have to filter for tasks that are associated with Success Plans.

Jeff Kirkpatrick
MelissaCAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
September 13, 2023

Awesome, thank you @darkknight !

darkknight
Expert ⭐️
September 13, 2023

...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