- Is it possible to include the "Comments" box for each Objective when you export the Success Plan to PPT? Sidenote, is there a way to export success plan summary (customer name, objective, success criteria, due date, comments) to one PPT slide instead of individual slides?
- Can we remove Success Plan Objectives from cockpit view in C360? Every single customer has at least one success plan with at least 5 objectives and it's creating a lot of noise in the Cockpit. We prefer to keep those objectives in the widget area only (if possible).
Solved
Success Plan Exporting & Cockpit View
I have 2.5 questions for Success Plans:
Best answer by nitisha_rathi
Hi Linda,
1. Improving success plans export is already in our roadmap. We will keep your suggestions in mind while making these enhancements. ETA to be decided.
2. To clarify - you would like to remove Success Plan Objectives from cockpit section in C360 only and not from Cockpit page. Is that correct?
Thanks,
Nitisha
View original1. Improving success plans export is already in our roadmap. We will keep your suggestions in mind while making these enhancements. ETA to be decided.
2. To clarify - you would like to remove Success Plan Objectives from cockpit section in C360 only and not from Cockpit page. Is that correct?
Thanks,
Nitisha
Hi Linda,
1. Improving success plans export is already in our roadmap. We will keep your suggestions in mind while making these enhancements. ETA to be decided.
2. To clarify - you would like to remove Success Plan Objectives from cockpit section in C360 only and not from Cockpit page. Is that correct?
Thanks,
Nitisha
1. Improving success plans export is already in our roadmap. We will keep your suggestions in mind while making these enhancements. ETA to be decided.
2. To clarify - you would like to remove Success Plan Objectives from cockpit section in C360 only and not from Cockpit page. Is that correct?
Thanks,
Nitisha
1 person likes this
Thanks for your quick response, Nitisha. For #2, that is correct, remove it from cockpit section in C360 and not the Cockpit page (because they can filter out from there).
1 person likes this
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