Hey, I am working on this now. What we are doing is leveraging Success Plans with objectives based on the SWOT analysis that's within the plan itself. Another option would be to upload a shared doc as an attachment in the timeline per customer. Did that help? Happy to connect offline if you're interested.

---

Hi Jasmine, 





Welcome to the Community! You may have seen this already, but we have some basic info on setting up SWOT CTA Types.

---

Thank you both for the responses :)





@Lila Meyer, I've already set-up the SWOT as a CTA object from the  link you posted. 





@Ben Timmons The account management team wants an idea of the best way to do/document their SWOT analysis for reporting. I'm unsure if we can run reports based on "Timeline".





I've tried to walk the team through doing a SWOT analysis within the "Success Plan" feature but it didn't appear very intuitive.





A few Account Managers came up with a few ideas:





1. Create a SWOT objective in the "Success Plan" then create strengths, weakenesses, opportunities, and threats as tasks.





2. Create a SWOT as a CTA in cockpit. Add a playbook instructing Account Managers how to create a SWOT for their accounts.





3. Upload SWOT Analysis as a separate word document within the timeline feature in Gainsight.





I appreciate any recommendations to pass along to the account management team.





Thank you!

---

Hey,





Is there a walk-thru tutorial on how to upload attachments in Timeline?





Thank you :)

---

Hi Jasmine,





Here's a quick.gif on how to upload attachments in Timeline activities.





This article section also contains more fyi's about attachments (5 attachments per activity and maximum file size per attachment is 5 MB, etc.). 

---

Hi Ben,





Thank you for sharing this.





Is there a walk-thru tutorial on how to do this? I am happy to connect offline to follow-up on this.

---