Our team leverages the external user function quite a bit for Success Plans with a good amount of success. The challenge we are facing today is that clients would like to make a quick note or entry about a CTA and cannot. They can mark things completed, but cannot send the CSM any additional information about how it was completed, barriers they ran into, new issues that came up, etc. The ability to have some way for them to make a note about the CTA or create some sort of external facing Timeline would allow the team to not only track tasks in the external facing Success Plan, but allow clients to track notes alongside.
