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ben
Helper ⭐️⭐️⭐️
December 2, 2016
Question

How do you add CTAs to an Objective in a Success Plan?

  • December 2, 2016
  • 1 reply
  • 68 views
We are exploring the use of Success Plans for onboarding new customers. I have begun to build the plan templates and the objectives inside those templates. I thought I could add/tie a CTA to an objective in a Success Plan, but cannot figure out how to do it. The objective just shows "Tasks (0)". 

Any guidance on this? 

I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.

    1 reply

    dan_ahrens
    Expert ⭐️⭐️⭐️
    December 2, 2016
    Hi Ben, this support article has all the details you're looking for: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S...

    Scan down to the section titled: Manage Objective CTAs
    VP of Customer Success at Forcepoint