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Assign Tasks to Different Owners in Success Plan/Objective CTAs

  • 17 June 2024
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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.

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Best answer by RGrieco 20 June 2024, 14:28

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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:



 

Userlevel 5
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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.

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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.😀

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

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