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abeck0625
Contributor ⭐️⭐️⭐️⭐️
March 17, 2021
New Idea

Sharing option for Success Plans: Allow People (External) to add Objectives & Tasks

Related products:CS Success Plans & Customer Goals
  • March 17, 2021
  • 5 replies
  • 105 views

Hello Community,

we have a use case where we’d like to enable External Users to add Objectives and Tasks to a Success Plan. We’d like to see a sharing option where People (External) can see all externally shared Objectives and also add Objectives and Tasks if they wish.

Thanks,

Anita

5 replies

sai_ram
Expert ⭐️⭐️
March 17, 2021

@abeck0625 Thank you for sharing the sharing request here :grin:. We are coming up with the new designs for Success plans, you will definitely like it and sharing is also possible.

I will once again confirm with the product team and get back to you

 

Anil Raj Pujari
Helper ⭐️⭐️
May 27, 2021

We are working on making success plan more collaborative. External users have the ability to update the objectives/tasks shared with them. We are evaluating the option of them having the ability to add objectives and task. We will follow this threads for more upvotes so that we can pick it up in our upcoming roadmaps

rsivesind
Contributor ⭐️⭐️⭐️
June 9, 2021

@Anil Raj Pujari - This is really exciting! Will there be more functionality around adding @mentions in the Objective comments so external users can collaborate with their CSM directly in the Success Plan. 

Anil Raj Pujari
Helper ⭐️⭐️
June 17, 2021

Hi 

Will be able to share details once we are close to development. Right now we are evaluating various options. More upvotes will certainly help in prioritisation

Contributor ⭐️⭐️
March 25, 2025

This is something that our CSMs are asking for as well.  They want to fully leverage Success Plans as a collaborative tool and find this as a block since they are the ones that have to add all tasks and ctas.