Skip to main content
New Idea

Make Tasks in Success Plan Template view

Related products:None
  • November 13, 2017
  • 1 reply
  • 48 views

marie
  • Gainsight Employee ⭐️⭐️
  • 74 replies
Would be very convenient to make the tasks under an Objective directly from the admin screen when creating a new Success Plan template vs. having to add a Playbook

1 reply

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • 3727 replies
  • February 20, 2019
Hi Marie,

Thanks for sharing this, sorry for the delay response. I recently started going through all of the unanswered  or unresolved posts here.

Let me know if I understand correcyly, you want to add tasks directly when creating a SP template vs having to apply a playbook?


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings