http://m.getsatisfaction.com/topics/7698602 Success Plan Objectives - Automatically set as Internal or External 2018-10-23T17:17:15Z 2018-03-05T21:06:57Z 7698602 http://m.getsatisfaction.com/topics/7698602 7698602 Success Plan Objectives - Automatically set as Internal or External 2018-10-23T17:17:15Z 2018-03-05T21:06:57Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino I know that we can manually enable Objectives under Success Plans so they can be shared with the client. This <a href="https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/Share_Success_Plan" rel="nofollow">Artice</a> explains that process.<br /><br />However, we'd like to configure the Objectives beforehand so they are already set as Internal or External when our CSMs add the Success Plan. Is this possible? <br /><br />We have 20+ objectives in some of our Success Plans that need to be external and 10+ that need to be Internal only. These objectives are all on the same Success Plan. We do not want our CSMs wasting their time manually setting the objectives as Internal or External. question pending 6 5 4 comment http://m.getsatisfaction.com/topics/7698602/replies/19374857 http://m.getsatisfaction.com/topics/7698602 19374857 Aditya Marla responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-03-07T10:04:12Z 2018-03-07T10:04:12Z Aditya Marla http://m.getsatisfaction.com/people/9261158 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11132267/photo_medium.jpg aditya_marla Hi Faust,<br /><br />Currently, it is not possible to do that. <br />Let me know if I understood the use case correctly, when defining the objectives in a template you want the admin to be able to mark some of them as internal/ external? 1 http://m.getsatisfaction.com/topics/7698602/replies/19375613 http://m.getsatisfaction.com/topics/7698602/replies/19374857 19375613 Faust Belarmino responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-03-07T15:48:07Z 2018-03-07T15:48:07Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Hi! Thanks for your reply! :)<br /><br />Yes - when defining the objectives in a template, we want to be able to mark them <b>External </b>[Indicates that sharing has been enabled for external contacts (in addition to internal users)].<br /><br />Our Success Plan templates have Objectives that our clients need to see when shared to them. Our CSMs have to manually mark Objectives as External when they apply a template and takes up a lot of their time since there are 20+ objectives that need to be External (client facing).<br /><br />It would be fantastic to have this setting available to admins when defining objectives so they are already set as External or Internal. That way, when a CSM is assigned a new client and applies a new Success Plan template, all the objectives are automatically enabled to External or Internal.<br /><br />I hope that makes sense! Would it be possible to have this as a very near future update for Success Plan objectives? :)&nbsp; 1 http://m.getsatisfaction.com/topics/7698602/replies/19397767 http://m.getsatisfaction.com/topics/7698602/replies/19374857 19397767 Faust Belarmino responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-03-16T19:49:15Z 2018-03-16T19:49:15Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Hi Aditya! Any thoughts or suggestions about this? Could this be a possible update in the future? 0 http://m.getsatisfaction.com/topics/7698602/replies/19401511 http://m.getsatisfaction.com/topics/7698602/replies/19374857 19401511 Aditya Marla responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-03-19T09:06:26Z 2018-03-19T09:06:26Z Aditya Marla http://m.getsatisfaction.com/people/9261158 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11132267/photo_medium.jpg aditya_marla Hi Faust,<br /><br />Thanks for sharing the use case. Have added it to the backlog....will keep you posted as and when there is an ETA to this<br /><br />Thanks 1 http://m.getsatisfaction.com/topics/7698602/replies/19401930 http://m.getsatisfaction.com/topics/7698602/replies/19374857 19401930 Faust Belarmino responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-03-19T13:33:59Z 2018-03-19T13:33:59Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Alrighty - thank you so much! 0 http://m.getsatisfaction.com/topics/7698602/replies/19820862 http://m.getsatisfaction.com/topics/7698602/replies/19374857 19820862 Faust Belarmino responded to "Success Plan Objectives - Automatically set as Internal or External" 2018-10-23T17:17:15Z 2018-10-23T17:17:15Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Aditya - any update on this? :) We're implementing new success plans with LOTS of objectives and tasks... There are only a few that we want external to share with the client.... and it would be to cumbersome for the CSMs to manually mark so many objectives as internal. 0