Does anyone know how to add "TASKS" under this template ?
Best answer by sagan_sherlin
View originalAdd tasks to template on Success Plan
Hello,
Does anyone know how to add "TASKS" under this template ?
Does anyone know how to add "TASKS" under this template ?
Userlevel 5
+3
Hi Ana! Under Cockpit - use the arrows to navigate over to Playbooks. When creating a Playbook, add it to the Objective Type. After you create your Playbook, you're able to create an Object under Success Plan and then Map a Playbook to that Objective.
I hope that helps!
How to Create Playbooks
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/04_...
Configure Success Plans for the C360/R360
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/07_...
I hope that helps!
How to Create Playbooks
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/04_...
Configure Success Plans for the C360/R360
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/07_...
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