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New Idea

Option for Admin to disable tasks on Success Plan Timeline so they don't show up as TO DO Tasks with Type Objective or make the tasks type activity

Related products:CS Timeline & Activity Tracking
  • March 10, 2023
  • 1 reply
  • 11 views

Option for Admin to disable tasks on Success Plan Timeline so they don't show up as TO DO Tasks with Type Objective or make the tasks type activity.  Since we calculate ROI from our success plan this is throughing off our calculations.

1 reply

heather_hansen
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  • March 13, 2023

We’ve run into this too, and would definitely prefer the TO DOs show up as Activity type CTAs like other tasks added from Timeline.