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Success Plans - Objective: Can't Access or View Saved Activity

  • March 28, 2018
  • 2 replies
  • 35 views
faust_belarmino
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We prefer that our CSM's log Timeline activities through the Objective they're working one.

We noticed that as you are logging an activity, it automatically saves and marks it "saved." (See screenshot below)



However, when we navigate to the Timeline tab to pull up the saved Draft, there is nothing in the Drafts area. If this activity is being saved automatically, where is it being saved to?? Where can we access these saved drafts?

Best answer by hitesh_sharma

Hi Faust,

Drafts related to Objective can be viewed at Cockpit section in C360 or they can also be found at Global Timeline tab that will be released soon.

Draft Icon at Cockpit Section,



Regards,
Hitesh
faust_belarmino
britton_walker

2 replies

H
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  • hitesh_sharma
  • Gainsight Employee ⭐️
  • Answer
  • March 28, 2018
Hi Faust,

Drafts related to Objective can be viewed at Cockpit section in C360 or they can also be found at Global Timeline tab that will be released soon.

Draft Icon at Cockpit Section,



Regards,
Hitesh
faust_belarmino
dan_ahrens
faust_belarmino
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  • faust_belarmino
  • Author
  • Helper ⭐️⭐️
  • March 28, 2018
Oh glorious!! Thank you so much!! I'm glad it can be accessed. I think it would be better if the Draft was saved under the actual Objective in the Success Plan. However, at this point, I'm just glad we know where we can find them. :) 
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