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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
Nov 12, 2015 6:34 PM UTC

Success Plans: Draft to Active

Would be great if the Draft to Active was more intuitive.  We're currently piloting with our teams, and we've run into some problems where users think the plan is active and it's still in draft.  Maybe when you go to add objectives, pop up a box reminding you that your plan is still in Draft and in order for the objectives to appear in your cockpit, you need to make it active?

    5 replies

    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Nov 15, 2015 3:44 PM UTC
    Thanks for posting this Heather. Very valid point on the experience with activating success plans. 
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    nitisha_rathi
    Expert ⭐️⭐️
    Feb 19, 2016 5:27 AM UTC
    Hi,

    Update: This enhancement is available now. A reminder message will be displayed if objectives are added when plan status = draft.

    Thanks,
    Nitisha
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    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    Feb 22, 2016 1:59 PM UTC
    Great! Thanks, Nitisha!
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    leah_h
    Contributor ⭐️⭐️
    Jul 27, 2017 9:00 PM UTC
    @Nitisha, why does my Success Plan status now allow me to select Draft? It is Greyed out. 
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    nitisha_rathi
    Expert ⭐️⭐️
    Aug 21, 2017 6:30 AM UTC
    Hi Leah,

    The assumption is that once the plan is finalised and activated and CSMs have started working on it, it should not go back to draft stage. That is why we disable going back to draft status once the plan has been activated. Is this assumption not true for your use-case?

    Thanks,
    Nitisha
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