Released
Ability to Customize and Add Success Plan Statuses
We would love the ability to customize and add success plan statuses. Right now the only options are Active, Draft, and Closed. Some of the success plans we utilize are for onboarding new clients on to our software. Clients receive a specific success plan depending on the package they've purchased.
There are times when clients decide to upgrade their package which requires a NEW success plan because there are additional objectives that need to be completed. In these cases, we don't want to simply change the status of the old success plan to "Closed" because it marks all the objectives and tasks as complete... which skews our data and information because that success plan was never fully completed.
We'd love to be able to add different statuses to show the true status of our success plans. In this case, it would be beneficial to change it to "Incomplete" or something similar to that.
It would also be beneficial to customize statuses so we can choose whether a status closes all objectives and tasks OR keeps the objectives and tasks in the same status and don't change when the success plan status is changed.
These changes will greatly help our adoption of the success plans and will give a better view into the progress, health, and status of our customers.
There are times when clients decide to upgrade their package which requires a NEW success plan because there are additional objectives that need to be completed. In these cases, we don't want to simply change the status of the old success plan to "Closed" because it marks all the objectives and tasks as complete... which skews our data and information because that success plan was never fully completed.
We'd love to be able to add different statuses to show the true status of our success plans. In this case, it would be beneficial to change it to "Incomplete" or something similar to that.
It would also be beneficial to customize statuses so we can choose whether a status closes all objectives and tasks OR keeps the objectives and tasks in the same status and don't change when the success plan status is changed.
These changes will greatly help our adoption of the success plans and will give a better view into the progress, health, and status of our customers.