Skip to main content
New Idea

Success Plan Objectives - Allow Custom Objectives Opt IN for Sharing

Related products:None
  • July 27, 2021
  • 3 replies
  • 33 views

bradley
Forum|alt.badge.img+8

With Success Plans you can create pre-built templates that allow you to toggle if the Objectives should be shared or not when the template is applied.

 

However, custom added objectives are shared by default. It would be great to have the option to require the sharing to be opt IN instead of opt OUT, even if it is something that needs to be set up by an admin (on a global or SP level) rather than a wholesale change.

 

While non-objective CTAs are better managed out of the cockpit, there are cases where you want related CTAs attached to that success plan but you don’t wish to share them (they may be for another team etc).

 

This would be both for the current system and Success Plan Horizon Experience.

3 replies

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • July 28, 2021

@bradley thanks for sharing this here. 


Anil Raj Pujari
Forum|alt.badge.img

@bradley 

Thank you for sharing the use case. It makes sense. Will follow this thread for more upvotes which will help in prioritising it for future roadmaps


heather_hansen
Forum|alt.badge.img+14
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • March 9, 2023

This would be a good addition to help us as well.