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I’d like to request additional functionality within the configuration of Due Date assignments where due dates are required. E.g. CTAs level, Task Level, Success Plan level, Success Plan > Template> Objective level.

For our use case, the ability to assign objective due dates is the most limiting. For example, we have an annual Success Plan end users manually create in advanced of year end so they’re able to complete steps needed to prepare the Success Plan for use. The due date of this Success Plan should reflect the last day of the next calendar year (12/31/2023). Current configuration limitations means they’d also be required to update all the due dates at the objective level manually as an added step, in addition to updating the Success Plan level.

Currently you’re able to assign the dates based on two selections: Assign Date + days OR Objective Start Date + Days.  Pictured below:

 

 

What we are requesting to see is something to the effect of:

  • Custom Date
  • Last Day of Current Calendar Year
  • Last Day of Current Calendar Month
  • Last Day of Current Calendar Week
  • Last Day of Next Calendar Year
  • Last Day of Next Calendar Month
  • Last Day of Next Calendar Week
  • First Day of Next Calendar Year
  • First Day of Next Calendar Month
  • First Day of Next Calendar Week

It’d also be important to include fiscal year within these options in addition to the above.

 

This would add great flexibility if deployed consistently throughout the platform!

I’d like to take this further:

Due date (and start date field, by extension) should allow for the parsing of a date generated in the data set in Rules Engine (not via the API!).

Better yet: 

I’d like to be able to generate a date, such as, Renewal Date minus X days, and being able to parse the result in the due date of a CTA, without rules engine. We should be able to apply some basic formula  (like we are in saying + X days from start date, or minus X days from due date), but based on dates stored on the relationship or company objects. 

Such that we could configure a success plan template’s CTAs due date to be:

  • = Company > Renewal Date MINUS X Days
  • = Company > Tenant Release Date 

At all the level described by Carollyn (CTAs level, Task Level, Success Plan level, Success Plan > Template> Objective level). 

 

 

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