Best answer by sai_kumarView original
I love that you can add a template to Success Plans, however I am having a few issues. When I add objectives to the Success Plan Template the order is different when the CSM applies the template. Is there a way to make Success Plan Templates editable like playbooks where you can move the order of the objectives around and then they show up in that order for the CSM? Right now I keep battling with the template by adding and deleting tasks to get them in the order I want, and then for some reason they still show up in a different order when applied to the Success Plan.
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