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Customer Success Plan Template
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Success Plan Template

Action Items

Create an easy-to-use action items table that keeps everyone accountable on next steps
The following are two views of the same table. The first shows action items with the status 'On Hold', 'In Progress', and 'Not Started.' The second is a filtered view for only action items with the status 'Completed.'

Try modifying the status of each action item to see what happens.
Action Items
1
Search
Task Name
Owners
Status
Due Date
1
Complete SSO configuration
LS
Lauren Struthers
On Hold
4/24/2020
2
Send out invites for company-wide training
JD
Joe DiMento
In Progress
4/18/2020
3
Add new items here...
No results from filter
3
Count

Completed Action Items
1
Search
Task Name
Owners
Status
Due Date
1
Hold Quarterly Business Review
LS
Lauren Struthers
Completed
1/14/2020
No results from filter
1
Count



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