Success Plan Objectives - Timeline tasks not showing up in Cockpit

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I'm working on a Success Plan - the thought is in the Objectives CSMs will enter the over-arching goal, and post the specific steps to get there in the 'timeline' section of each objective. That way a record is kept in timeline (under a specific activity type), and they to-do's will also show up in the CSM's cockpit. 

However, while the timeline entries are created, the tasks don't show up in Cockpit.

Has anyone else experienced this?
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Christine Melnyk

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Posted 4 months ago

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Aditya Marla, Product Manager

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Hi Christine,

Are you referring to the cockpit in 360? Is the option to "Show objectives in C/R360 cockpit" turned on? (In the Call to actions admin). Only when that is ON, will the objective CTA's start showing up in the 360 Cockpit. 
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Tim Schukar, Employee

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Hey Christine!

To add to Aditya's comment, make sure your success plan is set to "Active" as well as make sure you aren't filtering out Type = "Objective" in your cockpit view.

Thanks!

Tim
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Christine Melnyk

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Problem Solved! Thanks very much, both!