Ability to see Success Plan Objectives in Timeline
One of the things that we have done is open up our cockpits to list objectives too, so now all CTAs are visible there. As far as the users go, ours typically interact with all CTAs from the cockpit where the distinction of a Success Plan CTA and a other kind of CTA isn't necessarily material.
How did you open up your cockpit to show Objectives? This would definitely help us at least see the CTA's from a Success Plan perspective.
+1In Admin -> Cockpit Configuration, under General Settings of Company and Relationship, you can find an option 'Show objectives in C360 Cockpit', enabling this flag will show SP Objectives in C360 Cockpit section (Note: If SP is in Draft stage, the Objectives will not be shown)
Doc: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General...
For, "Would like the ability to track the Success Plan Objectives and be able to post objectives form the timeline to the Success Plan."
We don't have option to create Objective CTA's from Timeline. Though we have an Option to Configure an Other CTA Type that can used while creating CTAs from Activities.
Let me know if anything else is required.
+2
More info here: https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/06_Using_Call_to_Action_(CTA)_and_Ta...
+2
Hi - Has there been any update on this? I have a similar issue I would like to solve for. When working with multiple points of contact, under the same account, they can have the same success plan. It would be VERY helpful to see the success plan name on the CTA.
Thanks
Adding to this thread since we have a similar request from the team.
It would be great to be able to create Objective CTAs and assign them to a Success Plan when login timeline activities.
Currently, when adding a task to a timeline activity an Activity CTA is created. However, it is often the case that we uncover one of their objectives when talking to a customer. In this instance, it would be great to create the “task” and then choose to assign it to an active Success Plan.
This could be via a second button “Add Objective” or via a “Add to Success Plan” dropdown when creating a task for the user to choose the Success Plan they want to add it to.
Is this something that you are considering adding?
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.