Ability to Associate CTAs to Success Plans Directly from the CTA
Currently, associating CTAs to Success Plans can only be done from the Success Plan’s Cockpit tab. There is no option to link a CTA to a Success Plan directly from within the CTA itself. It would be helpful to have the ability to associate a CTA to a Success Plan from the CTA view for improved workflow and efficiency.
Is this functionality planned for future releases, or are there any workarounds?