Currently waiting on an update from support, but wondering if anyone else has
Question
Unable to assign owner to Success Plan
+5When I try to assign an owner to a Success Plan objective, I hover over the Owner field and it has a red "No" symbol. I thought perhaps it was because there was no CSM assigned to the account so I assigned myself in that role - still cannot assign. I also cannot Save the objective without being able to assign an owner so kinda dead in the water on proceeding with our implementation of Success Plans.
Currently waiting on an update from support, but wondering if anyone else has
Currently waiting on an update from support, but wondering if anyone else has
Jeff Kirkpatrick
+5Evidently you have to make the Success Plan "Active" before you can assign an owner. This is not clear in the instructions https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S... as this is all it says under Changing Status:
Status: change the status of the plan
Status: change the status of the plan
- Draft - the default plan status; objective CTAs are not visible in the Cockpit
- Active - changing the plan to Active causes the objective CTAs to become visible in Cockpit
- Closed - all objectives and tasks will be automatically closed
+5Thanks for your feedback, Jeff. I'm testing this as well, and so far, I'm not finding that the SP has to be Active in order to assign an owner to the Objectives. I'll continue investigating, and update the article, if necessary.
+5So this is odd - now I can create a new success plan and create an objective with an owner before activating...but this was not the case when I created the first one. That's why I screen captured that it was telling me I had to assign an owner before I could save it...because it wouldn't let me assign an owner. I tried it several times. even logged out and back in because I'm definitely not above making a user error mistake. 🙂 It flat wouldn't let me assign one.
But now it does. Go figure?
But now it does. Go figure?
Hi Jeff,
It is not necessary to activate a success plan to assign objective/ task owner. Owner can be assigned in any status. I will investigate more on why it was not allowing you to assign the owner and will get back to you.
Thanks,
Nitisha
It is not necessary to activate a success plan to assign objective/ task owner. Owner can be assigned in any status. I will investigate more on why it was not allowing you to assign the owner and will get back to you.
Thanks,
Nitisha
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.