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Contributor ⭐️⭐️⭐️⭐️⭐️
Sep 13, 2023 6:40 PM UTC
Question

Reporting on Success Plan Tasks

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

Thanks:)

3 replies

darkknight
Expert ⭐️
Sep 13, 2023 6:49 PM UTC

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

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Jeff Kirkpatrick
MelissaCAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
Sep 13, 2023 6:53 PM UTC

Awesome, thank you @darkknight !

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darkknight
Expert ⭐️
Sep 13, 2023 6:55 PM UTC

...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

 

 

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Jeff Kirkpatrick