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is there a way where we can configure fields under a task of an objective for a specific success plan??

  • 15 October 2018
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is there a way where we can configure fields under a task of an objective for a specific success plan??
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Best answer by lila_meyer 18 October 2018, 19:42

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Need the ability to configure the task information underneath the objective of a success plan.  Today Gainsight does not allow us to configure task info.
Userlevel 7
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Hi Amanda, Can you elaborate a bit on what you mean by configure the task info?
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HI Lila, if I have a task and want to configure the information within the task I have no way to do this.  Our use case is we want to have the CSM enter the number of Number of Virtual Machines and Number of Hosts, but there are no fields within the task to allow for numeric numbers.  Would like the ability to configure tasks to include f=editable fields, similar to timeline activites
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Thanks for the additional details, Amanda. This is not possible today, but you can add linked objects and editable fields to the CTA detail layout. This article and 5-min. video provide more how-to and use case information.

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