Show more information / task level view for SuccessPlays

Jimmy Thomson

• November 14, 2019 17:46

When you have multiple tasks under SuccessPlays, it's difficult to get a picture of what all these SuccessPlays actually do.  Even when you go to the Configuration view, you can't really see what a SuccessPlay is doing.

It'd be great to have the ability to see what the trigger for the SuccessPlay is, what every task under the touchpoint has for configuration (timing, if it requires a mandatory touchpoint, what manual/automated update requirements are).

Currently, you have to open each touchpoint, click edit the SuccessPlay, click continue or Activities step, then open each individual task.  Makes auditing or coming up with a new SuccessPlay series of events time consuming and inconsistent.

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  Ashwini Sukhdeve

  • November 14, 2019 21:10

  Hi Jimmy, this is great feedback. I will keep that in mind when we redesign this experience. Thank you! 

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