Allow sharing of Action Plans, like cards (via .pdf, share link and LinkedIn).
Here’s the problem I’m bumping up against.
1) CEO’s and C-Suite who are not a part of day to day operations, wanting to quickly see where we stand with progress.
2) Having action plans across clients and not being able to see the progress for each without switching in and out of partner accounts (I can create a card in our Supered install and embed the action plans, but currently it adds the full interface)
I do not need the action plan to be interactive (ie. it doesn’t need to have the ability to check things off as done)
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Comments2
Stephen Bussey
Oct 11, 2024
Awesome feedback format! Thanks for giving the why. I sent a message about consolidating analytics and deploying action plans to clients.
Lica Wouters
Oct 11, 2024
Thank You @Stephen Bussey You ROCK!!