Ability to share the Gantt chart with customer as a consolidated view

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  • Idea
  • Updated 3 weeks ago
Would like to have the ability to configure and share out the Success Plan Gantt chart in a consolidated view so customers do not see the task details
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Amanda Neil

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Posted 2 months ago

  • 4
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Dan Ahrens, Official Rep

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Hi Amanda,

This is current functionality in the product. When you are exporting the success plan from the C360, you can specify if you want to exclude task details. Is this what you were looking for?

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Mike Sasaki

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Quick question: when i tried to share the plan as a link to my internal account team, they were not able to see the gantt chart.  Do they need a gainsight account in order to view?