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Ability to export success plans via excel to integrate with other project management tools

  • 8 October 2021
  • 2 replies

Userlevel 5
Badge +1

We require the ability to export the success plans and share with customers.

The current link sharing is limited and does not allow users to export the plans and integrate with their Project management tools. If we can share the success plan as an excel instead of a link might be better.

2 replies

Userlevel 4

Hello @aparimala, thank you for your post, having this looked into by our Product Manager who will get back at the earliest.

Userlevel 4

Hi @aparimala 

Here is support document on Success plans APIs which might help in integrating with other project management tools. You could share success plan via success snapshots too. We are enhancing the capabilities of success plan for project management use case. What features you would like to see in the roadmap