Add tasks to template on Success Plan

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Does anyone know how to add "TASKS" under this template ? 
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Ana Costa

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Posted 3 months ago

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Sagan Sherlin, Champion

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Hi Ana!  Under Cockpit - use the arrows to navigate over to Playbooks.  When creating a Playbook, add it to the Objective Type.  After you create your Playbook, you're able to create an Object under Success Plan and then Map a Playbook to that Objective.

I hope that helps!

How to Create Playbooks

Configure Success Plans for the C360/R360