Skip to main content
Contributor ⭐️⭐️⭐️
December 30, 2019
New Idea

Success Plan Timeline Activities

Related products:CS Success Plans & Customer Goals
  • December 30, 2019
  • 11 replies
  • 285 views

Our team is looking for the ability to link timeline activities from the global timeline view and/or the C360 timeline view directly to a specific success plan.

 

The use case is that they might be working with one customer that has multiple success plans and would like an easier way to navigate and log these activities ( currently you have to navigate to the success plan itself to log anything at this level)

11 replies

Contributor ⭐️⭐️
June 18, 2025

Agreed on the limited value of success plan level timeline entries without the ability to make them visible in the global timeline view. Are there plans to add this feature? Any recommended workarounds?