Update templates of Success Plans after they are active/in use

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  • Idea
  • Updated 1 week ago
Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We recently rolled out a robust Success Plan for the entire team to use, and there were minor changes I wanted to make, but they wouldn't be applied to the Success Plans already in flight/underway. Would be great to be able to do that.
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Emily McInerney

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Posted 1 month ago

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Aditya Marla, Product Manager

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Hi Emily,

Thanks for sharing this. One question I had on this, how should this behave if the CSM has already worked on / made changes to the success plan ? (should they be left as is?)
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Emily McInerney

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If the CSM has already worked on the Success Plan, it should still be updated. The specific use case is that I want to be able to update the later objectives and related playbooks, even if CSM has already started.