Allow External Users to Add Notes to Success Plans CTAs

Related products: None

Our team leverages the external user function quite a bit for Success Plans with a good amount of success. The challenge we are facing today is that clients would like to make a quick note or entry about a CTA and cannot. They can mark things completed, but cannot send the CSM any additional information about how it was completed, barriers they ran into, new issues that came up, etc. The ability to have some way for them to make a note about the CTA or create some sort of external facing Timeline would allow the team to not only track tasks in the external facing Success Plan, but allow clients to track notes alongside. 

 

@amanda.wachendorf Thanks for sharing this here. I am redirecting this to the product team for more visibility.


Hi @amanda.wachendorf 

Thank you for sharing the use-case. Would you be okay with a common space to comment on objective/task which is visible to all the users (internal + external) who have access to that objective. Since it will be a common space it will not be possible to comment privately for internal user’s visibility only. 

 

 


Hi @Anil Raj Pujari A common space on the Objective where all users could see would be fine. This does not need to be a private message, but simply a place for the external user to add additional information for the team members to view.


Hi @amanda.wachendorf 

Thank you for clarifying. Enhancing collaboration capabilities of success plans is in our medium term roadmap.