Skip to main content
amanda_neil
amanda_neil
Contributor ⭐️⭐️⭐️⭐️⭐️
June 15, 2018
New Idea

Color option for the Success Plan Objectives

  • June 15, 2018
  • 10 replies
  • 169 views
Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be nice to have this in the objective/gannt chart sections to reflect the items that are trending a specific color.  It would also be nice to have a way to sort and filter on the specific colors.

      10 replies

      brandy_guillory
      brandy_guillory
      Contributor ⭐️⭐️⭐️
      June 15, 2018
      great idea +1
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        July 6, 2018
        Do you see color being more a function of completion status: Open, Completed, Past Due
        or
        a function of priority: High, Medium, Low
        or 
        other status(es)?
        VP of Customer Success at Forcepoint
        jen_pakravan
        jen_pakravan
        Contributor ⭐️⭐️⭐️⭐️⭐️
        March 12, 2019
        for us, it would be more impactful if it was based on status. we don't really use "priority"

        sierra_evans
        sierra_evans
        Contributor ⭐️⭐️⭐️⭐️⭐️
        March 12, 2019
        Agree, +1. For us, this would be beneficial to show status. As our Success Plans are joint with customers, a very robust feature set would include a way for us to color code status internally and externally.

        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        March 19, 2019
        Thanks for sharing this Sierra. Today you can add status as a field that shows up in the list view...you want to be able to color the card based on the status? (So that its more visible upfront?)

        sierra_evans
        sierra_evans
        Contributor ⭐️⭐️⭐️⭐️⭐️
        April 1, 2019
        The status for us indicates open, in progress, closed, etc. What we are actually asking for is more of a "health" of an objective or task, green, yellow, red. Previous health, current health, and trending health could be beneficial internally. For external health, the current health would be sufficient.

          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          April 4, 2019
          How do you track the health of the task? Is it manually set? The color is not possible but you can create a custom field (text or picklist) where the user can set how the task is trending? Would be work for you?

            Kate
            Contributor ⭐️⭐️⭐️⭐️⭐️
            June 11, 2020

            Agreed - it would be helpful to indicate the “health” of the success plan objective by just using a color - such as red/yellow/green (see example attached)

             

            davebrown2242
            davebrown2242
            Helper ⭐️
            June 11, 2020

            Great! +1

            DB
            andorfuhrer
            andorfuhrer
            Helper ⭐️
            June 11, 2020

            We created statuses (red green yellow) to fill that void, but your idea is bomb! would love to be able to see a visual of the health of the objectives!!

            AF
            Terms & ConditionsAccessibility statement