Success Plan Templates - Ability to change success plan type or copy to another type

  • 1
  • Idea
  • Updated 3 weeks ago
Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it difficult to move things around as an admin and and end-user after something has been created.  

For Example: 
I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2.

Is this doable? Or an enhancement request?
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Angela McKay

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Posted 1 month ago

  • 1
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Lila Meyer, Official Rep

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Hi Angela,

I think when you create Success Plan templates, you can either select one type to apply the template to, or you can say the template is available for ALL plan types.
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Angela McKay

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Thanks Lila - I'm looking to have the ability to change the type after it's already been created.  I've confirmed this is not doable today. 
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Lila Meyer, Official Rep

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Would you like me to convert this to an Idea (feature request)?
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Angela McKay

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That would be great! Thanks.