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niki_olmstead
niki_olmstead
Contributor ⭐️⭐️⭐️
February 27, 2018
Solved

Success Plan Task Description

  • February 27, 2018
  • 4 replies
  • 158 views
In our success plan playbooks, each task has a description to add some detail and clarity on the objective. My question is: when exporting success plans into a powerpoint presentation, are we able to capture the description detail anywhere? I see it's accessible via the share360 UI, but I'm not seeing the option with exporting a hard copy. Am I missing something?
    Best answer by aditya_marla
    Hi Niki,

    Currently, it is not possible to get the task description in the ppt export.

    Also, it would be great if you could provide some details on why you want to use the ppt export over the External Sharing? (Also is the ppt mainly for record keeping / internal or external sharing?)

    4 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    March 1, 2018
    Hi Niki, Thanks for sharing your question! The Success Plan presentation export relies on the Success Snapshot feature in Gainsight, and you can either include the Success Plan in the Snapshot or not, but it isn't configurable in any way. So, I don't think there's a way to include the task details in the export, but I am adding our product manager to this thread to confirm.
    Lila Krutel, Dir. Global Education Services
    aditya_marla
    aditya_marlaAnswer
    Helper ⭐️⭐️⭐️
    March 2, 2018
    Hi Niki,

    Currently, it is not possible to get the task description in the ppt export.

    Also, it would be great if you could provide some details on why you want to use the ppt export over the External Sharing? (Also is the ppt mainly for record keeping / internal or external sharing?)
    sai_kumar
    sai_kumar
    Helper ⭐️⭐️
    March 1, 2020

    Hi Niki,

    I recently started going through all of the unanswered or unresolved problems and questions here. Was checking to see if this has been resolved or if it is an ongoing issue ?

    Thanks!

    niki_olmstead
    niki_olmsteadAuthor
    Contributor ⭐️⭐️⭐️
    April 6, 2020

    Hi @sai_kumar - thanks for checking. This is not an ongoing issue. 

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