Question

Issue with Success Plan Objective Template

  • 1 February 2022
  • 2 replies
  • 19 views

Userlevel 3

Team,

Has anyone experienced an issue with Success Plan Objective Templates, when adding a template and to a success plan we are having to refresh the screen in order to view the objectives/CTA’s that are populated. As you can imagine this is a huge issue for our CSM’s just hoping to get clarity and hoping it is a bug that is being addressed.

 


2 replies

Userlevel 5
Badge +2

I have not run into this issue. The screen populates with the newly added Objectives arriving via the SP Template immediately.

 

I’m on NXT Edition, with Horizon-ized Success Plans and Cockpit.

Userlevel 3

@matthew_lind here are some screen shots of how it functions, any suggestions would be appreciated.  I am also on the NXT Edition.

 

  1. I select Apply Template from the Objectives screen 
  2. Select the template I want to apply
  3. Then get the blank screen, I have to go to Gantt chart and back to the CTA screen to see them populated

 

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