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.
Assign Tasks to Different Owners in Success Plan/Objective CTAs
Userlevel 5
+5
Hi
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
+5
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.
Userlevel 2
+5
Thanks
Userlevel 5
+5
Ohh it makes sense 😅
Will keep it in mind, thanks
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