Success Plan Task Description

  • 1
  • Question
  • Updated 6 months ago
  • In Progress
In our success plan playbooks, each task has a description to add some detail and clarity on the objective. My question is: when exporting success plans into a powerpoint presentation, are we able to capture the description detail anywhere? I see it's accessible via the share360 UI, but I'm not seeing the option with exporting a hard copy. Am I missing something?
Photo of Niki Olmstead

Niki Olmstead

  • 352 Points 250 badge 2x thumb

Posted 6 months ago

  • 1
Photo of Lila Meyer

Lila Meyer, Official Rep

  • 16,274 Points 10k badge 2x thumb
Hi Niki, Thanks for sharing your question! The Success Plan presentation export relies on the Success Snapshot feature in Gainsight, and you can either include the Success Plan in the Snapshot or not, but it isn't configurable in any way. So, I don't think there's a way to include the task details in the export, but I am adding our product manager to this thread to confirm.
Photo of Aditya Marla

Aditya Marla, Employee

  • 2,800 Points 2k badge 2x thumb
Hi Niki,

Currently, it is not possible to get the task description in the ppt export.

Also, it would be great if you could provide some details on why you want to use the ppt export over the External Sharing? (Also is the ppt mainly for record keeping / internal or external sharing?)