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New Idea

Add Task views to externally shared Success plan

Related products:CS Success Plans & Customer Goals
  • October 9, 2024
  • 1 reply
  • 27 views

When sharing a Success plan with external people, the view that admins are able to create are only for CTAs (i.e My CTAs, All CTAs..) and not for tasks.

I think it would be very useful if we are able to create views for tasks too - if CTAs are owned by our CSMs, the customer is forced to go inside every CTA and see if it has any task assigned.

Thank you.

1 reply

  • Contributor ⭐️⭐️
  • November 21, 2024

Agreed, this would be great. Right now we’re having to make more things into CTAs than we’d like so that our customers can see status without having to click into each CTA.