Ability to move/merge Success Plan infomration Objectives section

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  • Idea
  • Updated 3 months ago
Use case is there is information in the Plan info section of the Success Plan and would like a way to merge or sync with the Objectives. This would save us time of copying and pasting into objectives section.  Normally it is just a portion of the Plan information we want to copy over and not the entire section, but it would be nice to have a cloning or copy to objective option.
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Amanda Neil

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Posted 3 months ago

  • 2
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Sai Ram Pulluri, Official Rep

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Hi Amanda, Could you please explain us with an use-case? What exactly you want to move/merge?
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Amanda Neil

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Hello Sai,
User wants to take some of the information that has been populated in the Plan info section (front page of the Success Plan) and move it to the Objectives section.  Was looking for an easy way to merge or copy the information, like copy to clipboard.