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It would be nice if we could update Objective CTA due dates as well as Success Plan Due Dates

  • July 31, 2023
  • 1 reply
  • 14 views

manda.edmonds
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It would be great if Objective CTAs, Tasks, and Success plans could all be updated for due dates via the rules engine.

 

Currently, Objective CTAs are the only CTAs that cannot be updated.

 

Use case: We have our Success Plans all due on a specific date as a requirement.  As a result, the inability to set a specific due date for CTAs and tasks can sometimes change the due date of the Success plans.  We would like to be able to override this.

1 reply

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  • Expert ⭐️
  • August 1, 2023

Having this ability in the rules engine would be beneficial.

 

However, just wanted to make sure you know there is a workaround you can use which involves API.