Product suggestion: Ability to copy success plan templates

Related products: None

I'd like the ability to version my success plan templates. It would be easier to do this if I could duplicate templates instead of having to rebuild them. I try to improve our workflows as often as I can and am looking to create a structure around that. 
Hi Scotty,





We are planning to add the capability to clone a success plan template. ETA to be decided.





Thanks,


Nitisha
+1 for this feature.  I have to make multiple Success Plan templates for different Relationships and sometimes the differences are minimal.  The ability to clone Success Plan types and templates within a Relationship and between two different Relationships would be a Gainsight Admin time saver!  

It would be a time saver to have this when doing minimal changes on the templates. :smile: Hope to have this any time soon.


@kevin.olayta sorry for the delay here, redirecting this to the product team.


@kevin.olayta 

Cloning 1) success plan template and cloning 2) success plan is in mid term roadmap.