http://m.getsatisfaction.com/topics/7798165 Ability to see Success Plan Objectives in Timeline 2018-10-12T16:32:52Z 2018-09-28T18:51:48Z 7798165 http://m.getsatisfaction.com/topics/7798165 7798165 Ability to see Success Plan Objectives in Timeline 2018-10-12T16:32:52Z 2018-09-28T18:51:48Z Amanda Neil http://m.getsatisfaction.com/people/9656304 https://www.gravatar.com/avatar/864825941e7150c8ac268f131d2beffd?d=identicon&s=55&r=PG amanda_neil Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.&nbsp; Would like the ability to track the Success Plan Objectives and be able to post objectives form the timeline to the Success Plan. idea 7 6 2 comment http://m.getsatisfaction.com/topics/7798165/replies/19779603 http://m.getsatisfaction.com/topics/7798165 19779603 Scotty responded to "Ability to see Success Plan Objectives in Timeline" 2018-09-28T19:52:35Z 2018-09-28T19:52:35Z Scotty http://m.getsatisfaction.com/people/9004559 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11036109/photo_medium.jpg scotty_loewen I hear you on the timeline thing. Is there a specific reason those CTAs can't just be CTAs? Is there a specific need to have them as a part of a success plan? Is it cosmetic?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />One of the things that we have done is open up our cockpits to list objectives too, so now all CTAs are visible there. As far as the users go, ours typically interact with all CTAs from the cockpit where the distinction of a Success Plan CTA and a other kind of CTA isn't necessarily material.&nbsp; 0 http://m.getsatisfaction.com/topics/7798165/replies/19780278 http://m.getsatisfaction.com/topics/7798165 19780278 Amanda Neil responded to "Ability to see Success Plan Objectives in Timeline" 2018-09-29T14:03:12Z 2018-09-29T14:03:12Z Amanda Neil http://m.getsatisfaction.com/people/9656304 https://www.gravatar.com/avatar/864825941e7150c8ac268f131d2beffd?d=identicon&s=55&r=PG amanda_neil Our CSM's track the Success Plans for multiple customers, parent/child accounts so to have the holistic view of the customer multiple success plans within the timeline view would be beneficial for us.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />How did you open up your cockpit to show Objectives?&nbsp; This would definitely help us at least see the CTA's from a Success Plan perspective.<br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7798165/replies/19780632 http://m.getsatisfaction.com/topics/7798165 19780632 Hitesh Sharma responded to "Ability to see Success Plan Objectives in Timeline" 2018-09-29T20:59:32Z 2018-09-29T20:59:32Z Hitesh Sharma http://m.getsatisfaction.com/people/7450514 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11126761/self_medium.jpeg hitesh_sharma_7144556 Hi Amanda,<br /><br />In Admin -&gt; Cockpit Configuration, under General Settings&nbsp;of Company and Relationship, you can find an option 'Show objectives in C360&nbsp;Cockpit', enabling this flag will show SP Objectives in C360 Cockpit section (Note: If SP is in Draft stage, the Objectives will not be shown)<br /><br />Doc:&nbsp;<a href="https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General_Settings-and_Reporting_Categories#General_Settings" rel="nofollow" target="_blank" title="Link https//supportgainsightcom/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General_Settings-and_Reporting_CategoriesGeneral_Settings">https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General...</a><br /><br />For, "Would like the ability to track the Success Plan Objectives and be able to post objectives form the timeline to the Success Plan."<br />We don't have option to create Objective CTA's from Timeline. Though we have an Option to Configure an Other CTA Type that can used while creating CTAs from Activities.<br /><br />Let me know if anything else is required. 0 http://m.getsatisfaction.com/topics/7798165/replies/19801160 http://m.getsatisfaction.com/topics/7798165 19801160 Dan Ahrens responded to "Ability to see Success Plan Objectives in Timeline" 2018-10-12T15:45:52Z 2018-10-12T15:45:52Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Something else to consider is that you can create Timeline entries directly from the CTA or Success Plan objective. These entries DO appear on the main Timeline and also serve to track progress and updates against specific objectives.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1756391/RackMultipart20181012-81947-qdpjuv-Timeline_Activity_in_CTA_detail_view_inline.png?1539359145" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1756391RackMultipart20181012-81947-qdpjuv-Timeline_Activity_in_CTA_detail_view_inlinepng1539359145" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />More info here:&nbsp;<a alt="" href="https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/06_Using_Call_to_Action_(CTA)_and_Task_Detail_Views#Timeline_feature_in_CTA_Detail_View" name="" rel="nofollow" target="" title="Link httpssupportgainsightcomCockpit_and_PlaybooksUser_Guides06_Using_Call_to_Action_CTA_and_Task_Detail_ViewsTimeline_feature_in_CTA_Detail_View" type="" value="">https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/06_Using_Call_to_Action_(CTA)_and_Ta...</a> 0 http://m.getsatisfaction.com/topics/7798165/replies/19801179 http://m.getsatisfaction.com/topics/7798165 19801179 Amanda Neil responded to "Ability to see Success Plan Objectives in Timeline" 2018-10-12T16:00:17Z 2018-10-12T16:00:17Z Amanda Neil http://m.getsatisfaction.com/people/9656304 https://www.gravatar.com/avatar/864825941e7150c8ac268f131d2beffd?d=identicon&s=55&r=PG amanda_neil Thanks Dan, but they do not say that the CTA came from a Success Plan CTA (in the timeline), that is what I am looking for.<br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7798165/replies/19801237 http://m.getsatisfaction.com/topics/7798165/replies/19801179 19801237 Dan Ahrens responded to "Ability to see Success Plan Objectives in Timeline" 2018-10-12T16:31:08Z 2018-10-12T16:31:08Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Thanks for that additional detail, Amanda. If a Timeline entry that was created from a Success Plan objective had an identifier to designate that it was from a Success Plan (instead of just a generic "CTA" as it is today), would that solve for this use case then? 0 http://m.getsatisfaction.com/topics/7798165/replies/19801240 http://m.getsatisfaction.com/topics/7798165/replies/19801179 19801240 Amanda Neil responded to "Ability to see Success Plan Objectives in Timeline" 2018-10-12T16:32:52Z 2018-10-12T16:32:52Z Amanda Neil http://m.getsatisfaction.com/people/9656304 https://www.gravatar.com/avatar/864825941e7150c8ac268f131d2beffd?d=identicon&s=55&r=PG amanda_neil Yes it would :-) 0