How do you add CTAs to an Objective in a Success Plan?

  • 2 December 2016
  • 1 reply

  • Shoshin
  • 314 replies
We are exploring the use of Success Plans for onboarding new customers. I have begun to build the plan templates and the objectives inside those templates. I thought I could add/tie a CTA to an objective in a Success Plan, but cannot figure out how to do it. The objective just shows "Tasks (0)". 

Any guidance on this? 

I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.

1 reply

Userlevel 7
Badge +2
Hi Ben, this support article has all the details you're looking for:

Scan down to the section titled: Manage Objective CTAs