Upload file option for success plan tasks

  • 18 August 2021
  • 4 replies


Hi Team,


Currently we don’t have an option to upload the files for the task (CTA or Success Plans) . Do we have anything in our road map to implement this use case?

4 replies

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I have a specific use case for the request.  Our RMs hold quarterly business reviews (QBR) with their customers, a document is sent to the customer containing the items discussed.  These QBRs are Tasks on an Communication Objective on the Success Plan.  The RM would like to attach the document that was given to the customer for the particular QBR Task.  This will allow the RM to go back and see what was covered over the course of the year.  



Thank you for the feedback. Users can upload the file to Google/One drive and paste the link in the CTA. Might not be helpful in all cases. Uploading files is not in short term roadmap.



Hello guys,


We have the same quest, as we have no ability to attach file directly to Task or to Success Plan, do we have another space where CSE can attach file for the client?


Best regards,


Hi @Genbiw 

Could you elaborate the usecase to upload files to success plan? what kind of files are generally shared with customer via success plan? uploading files is part of long term roadmap.