Success Plans - Export to Excel, Description Box Pop-out and Timeline Export/Link Sharing

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  • Updated 1 month ago
Some of our customers do not want to review the success plan via a link or snapshot; they prefer to review the success plan via an excel sheet. Is there any possibility of adding the functionality to export Success Plans to an excel sheet?

In addition, my team is finding it very difficult to use the description box within the tasks because they have to scroll through to review all the comments. My team uses the description box on individual tasks to make updates on the progress since there is no timeline feature on the task level (only objective level). Is it possible to have the description box as a pop out so they can see large volume of text?

Lastly, my team would love to see the timeline details associates with objectives in a success plan included in snapshot and link sharing (as well as excel if that idea makes the cut). Right now, my team is updating timeline on each objective but it is not currently being exported on the snapshot nor included in the link sharing. This is causing them to have to manually send these updates and driving usage down (since they have to send the update manually, they are simply using excel sheets since everything is available without additional work). 

Thank you!
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Pam

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  • fantastic before a long weekend :)

Posted 3 months ago

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Aditya Marla, Employee

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Thanks for sharing this Pam. 

- What all data would you want to be exported? Would creating a report & exporting that to excel work as an interim workaround? 

- Currently, the description section expands based on the text present. Generally, how long are your task descriptions? 

- In link sharing, do you share a success plan internally / externally? Would it work for you if all timeline posts are visible via the external sharing link / would you need some kind of permissions on it?

Regards
(Edited)