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alizee
VIP ⭐️⭐️⭐️⭐️⭐️
October 30, 2025
New Idea

Allow add tasks directly to SP templates CTAs

Related products:CS Success Plans & Customer Goals
  • October 30, 2025
  • 0 replies
  • 25 views

It’s all great that SP templates must use playbooks for tasks…

 

But really: setting up start and end dates for tasks based on CTA values you don’t see and you can’t set in the one place…

Trying to coordinate that in playbooks for tasks, and in success plan templates for CTAs is SIMPLY inefficient (not the same UI, not the same area, no overview of everything in one place (unless you create the SP for real). 

At the very least, let us edit playbooks from within the SP template to make adjustments. Better yet: let us set the tasks from within the SP template. Since it’s a template, it should be self-contained…