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spencer_engel
spencer_engel
Expert ⭐️
June 13, 2018

Allow drag and drop functionality for Success Plan tasks and objectives

  • June 13, 2018
  • 3 replies
  • 117 views
As more and more customers are using Success Plans to manage projects, I think it would be cool and user-friendly if we considered adding the functionality to easily drag and drop tasks and/or objectives in Success Plans, similar to how you can in Trello, Smartsheets, etc.

Use case: Let's say you create a 4-week project plan: 

Week 1 Objective
  • Task 1
  • Task 2
Week 2 Objective
  • Task 3 
  • Task 4
Week 3 Objective
  • Task 5
  • Task 6
Week 4 Objective
  • Task 7
  • Task 8
Let's say Task 1 slips into Week 2. It'd be cool to just drag and drop it from Week 1 Objective to Week 2 Objective rather than having to leave it under Week 1 or delete it and re-add manually under Week 2. 

      3 replies

      faust_belarmino
      faust_belarmino
      Helper ⭐️⭐️
      June 13, 2018
      Hmmm... This is an interesting idea! We just launched 50 CSMs and they're all using Success Plans. This may be useful as we keep using success plans and utilize it's full potential 🙂
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        June 13, 2018
        Hey Spencer, I like the drag and drop idea. 

        Another aspect to consider is that if you have tasks that are sequential in nature, a better way to manage them would be to set dependencies such that the start date of "Week 2" objectives would be equal to the last date of completion of all "Week 1" objectives. That way the dependencies are dynamic and if "Week 1" actually takes a month, you don't need to manually change everything else downstream to keep the success plan dates accurate. 

        This is a pretty common piece of functionality in project management software tools and is something we're thinking about as more customers are turning to success plans to track small projects in a similar fashion.
        VP of Customer Success at Forcepoint
          sam_buddery
          sam_buddery
          Gainsight Employee ⭐️⭐️
          July 26, 2018
          Taskfeed is another good example of this UI
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