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RGrieco
RGrieco
Helper ⭐️
June 17, 2024
Solved

Assign Tasks to Different Owners in Success Plan/Objective CTAs

  • June 17, 2024
  • 4 replies
  • 115 views

Is there a way to assign tasks to different owners when creating Objective CTAs in a Success Plan using Horizon Rules? The playbook allows me to select different task owners but, when I create the CTAs, all of the tasks are still owned by the same owner instead of following the assignments in the playbook.

    Best answer by RGrieco

    Thanks @romihache for your response.  It seems because I was in the test environment one of the users I wanted to assign to was inactive.  Once, I activated the user, I was able to assign without issue according to the task assignments in my playbooks.😀

    4 replies

    romihache
    romihache
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 19, 2024

    Hi  @RGrieco 
    That’s weird...Just in case, I tested with a rule on my end and everything worked as expected: the tasks without a pre-defined user were assigned to the CSM, and the others with a use defined by lookup (CSM/Secondary CSM) or to a static user (myself) were also assigned correctly:



     

    Continuous improvement is better than delayed perfection
    romihache
    romihache
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 19, 2024

    Can you try replacing the playbook with the same playbook in the Templates Configuration section? If that does the trick, it could be a metadata issue…
    Hope this helps to troubleshoot but I would reach out to support anyway, this is not normal.

    Continuous improvement is better than delayed perfection
    RGrieco
    RGriecoAuthorAnswer
    Helper ⭐️
    June 20, 2024

    Thanks @romihache for your response.  It seems because I was in the test environment one of the users I wanted to assign to was inactive.  Once, I activated the user, I was able to assign without issue according to the task assignments in my playbooks.😀

    romihache
    romihache
    VIP ⭐️⭐️⭐️⭐️⭐️
    June 20, 2024

    Ohh it makes sense 😅
    Will keep it in mind, thanks @RGrieco !

    Continuous improvement is better than delayed perfection
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