Let’s say that I have a X success plan and I applied Y success plan template.
Y success plan template has 3 different CTAs and each CTA has their own tasks.
However this layer is not enough for us I would like to add checklists to the tasks. What is the best way of doing it?
There are a few ways to add to the existing template
If this is some you want to roll out across teams then it has to be another version of SP with the checklist tasks also added to the playbook.