Success Plan Export

Hi Lara,

Sorry for the delay here! This article explains the export options. You can choose to include the task details. Does this help?

Hi Lila,

We were looking to customeize the content a little more. Is there a way to select which fields are exported? For example we would like task status instead of priority.

We would like to also include some of our customeized fields from the plan info page instead of discription.

Is this possible?

Hi Lara,

I don't think you can customize which fields from the Success Plan are included in the export at this time.

@aditya_marla might be able to comment on future plans here.