Success Plan Templates - Ability to change success plan type or copy to another type
None
Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it difficult to move things around as an admin and and end-user after something has been created.
For Example:
I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2.
Is this doable? Or an enhancement request?
For Example:
I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2.
Is this doable? Or an enhancement request?
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I think when you create Success Plan templates, you can either select one type to apply the template to, or you can say the template is available for ALL plan types.
This is very limiting in how we can evolve Success Plans over time. We need the tools to be flexible with Success Plans. Business and process change, we need to keep things progressing.
Thanks for sharing your ideas!
Hi Heather,
In NXT we have the ability to create a template that applies across all entities (companies and all relationship types). Would that solve your need to some extent? Also would a capability similar to what is present for playbooks (in NXT) help solve it?