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spencer_engel
Expert ⭐️
September 14, 2018
New Idea

Allow "Start Date" of Success Plan Gantt Chart view to be populated automatically

  • September 14, 2018
  • 15 replies
  • 288 views
I think I speak for quite a few people when I say I'm very excited about the ability to edit the Gantt chart start and end dates now! 

However, the issue still remains that if you apply a template to a success plan, the tasks are all going to look like they start on the same day, since it's based off the CTA Created Date field. Of course, now we can at least manually edit those, but that can turn into quite the tedious task especially if you have a success plan with dozens of objectives and/or tasks. 

So my request is to have the ability to automatically set the start dates, which would be reflected in the Gantt Chart view. In theory, this would function exactly how the End Dates do, where you can say I want this End Date to show up as +50 days from the assigned date. 

    15 replies

    Jef Vanlaer
    Helper ⭐️⭐️⭐️
    July 22, 2020

    This would definitely be very helpful. We are setting up onboarding Success Plans and I was actually wondering why this was not in there yet.

    johntrask_bt
    Helper ⭐️
    March 3, 2021

    Any update on this one? We are just getting into Success Plans and this would be very helpful. 

    JohnTrask
    Anil Raj Pujari
    Helper ⭐️⭐️
    March 12, 2021

    Hi @johntrask_bt @Jef Vanlaer 

     

    Ability to configure the “start date” of objectives in success plan is in development. The feature will be available soon.

     

     

    Jef Vanlaer
    Helper ⭐️⭐️⭐️
    March 12, 2021

    @Anil Raj Pujari Thanks for the update! Sound great, looking forward to it.

    seth_schroeder
    Gainsight Employee ⭐️⭐️
    July 27, 2021

    Hello Everyone,

    Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such as the ability to add dependency between the End Date and Start Date of multiple Objective CTAs, as well as the ability to drag-and-drop Objective CTAs in the Gantt Chart tab to change their End Dates, Start Dates, and the corresponding dates of all dependent Objective CTAs/Tasks.

    Thanks for posting!