Currently if you close a Success Plan, all of the associated Objective CTAs and Tasks are closed success. There is no option to apply a different status to Objective CTAs and Tasks.
Enhancement: we would like to have an ability to choose which status value is assigned to Objective CTAs and Tasks when closing a success plan. Further, we’d like the ability to choose the status value when assigning a custom Status value on the success plan, such as ‘Cancelled’.
Use Case: our onboarding team may need to Cancel and/or Close a Success Plan prior to completing all underlying Objective CTAs and tasks. For example, there may be 5 total Objective CTAs in the Success Plan, they have 2 that are Closed Success, 1 that is Work in Progress, and 2 that are New/Not Started.
When setting the Success Plan status as Closed (or Cancelled in our org), the standard system behavior displays the dialogue box advising that all Objective CTAs and tasks (that have not been actioned, e.g. are in ‘New’ staus) will be marked as closed. The actual behavior is that they are all marked as ‘Closed Success’.
This behavior means that when viewing reports and measuring utilization for Success Plan’s closed/cancelled early based on Objective CTA statuses and task statuses, there will be an artificially inflated number of ‘Closed Success’ records that were not actually worked at all.
Our desired behavior is to have the option to apply a different status of our choosing that more accurately represents the disposition of each Objective CTA and Task with a Success Plan.
For instance, when updating the Success Plan status to ‘Closed’, an option should be presented to apply any Status value we choose from our list of available CTA Status values.
