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britton_walker
britton_walker
Helper ⭐️
May 2, 2018
Discovery

Success Plan Objective Due Dates

Related products:CS Success Plans & Customer Goals
  • May 2, 2018
  • 18 replies
  • 297 views
We would like to have more options for setting objective due dates when creating the success plan templates (much like we see with playbook task due dates). Instead of just having the option to set the due date to be a certain number of days after the assigned date, can we also have the option of a certain number of days before the success plan due date?

I found a similar post where this enhancement is mentioned in the comments, but the other suggestion appears to have been prioritized instead.

    18 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    May 14, 2018
    Hi Britton,

    This has not been taken up yet. Will keep you updated as and when it gets picked up. The main use case for you would be to set the objective due dates based on the Success Plan Due dates right? (Or do you have the need for it to be based on the previous objectives due date as well?)

    Regards
    britton_walker
    britton_walkerAuthor
    Helper ⭐️
    May 14, 2018
    We would actually like both options. Setting due dates based on previous objectives would be good to quickly adjust the success plan when some snag or delay comes up while the CSM and client is working through it.
      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      May 17, 2018
      Got it...thanks for sharing this.
      logan_read
      logan_read
      Contributor ⭐️⭐️
      September 18, 2018
      Hi - this is something we're very interested in as well as we're building out our Success Plan templates. Ideally we'd have "Due Date - (minus) ____Days" in addition to "Assign Date + ___ Days". 
      tim.forstenhaeusler
      Contributor ⭐️⭐️
      December 12, 2019

      Hey there, this is something we would also greatly appreciate, as due dates are our triggers and we want the objectives to be based on them.

      Is there any update on whether this functionality is on the roadmap or not? Cheers :)

      tim.forstenhaeusler
      Contributor ⭐️⭐️
      February 10, 2020

      Hey there,

      I take it there is no update to this functionality? Would be great to hear whether you guys see the business value behind the functionality :)

      Best, Tim

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      February 17, 2020

      Hi Tim,

      Yes this is something that is definitely there on our radar but unfortunately, we have not gotten around to start working on this. I will keep you posted as an when we have any update on this 

        HollySimmons
        HollySimmons
        Helper ⭐️
        April 20, 2020

        +1 for the objectives (and tasks) to be linked to the Due Date of the overall success plan. 

         

        We use Success Plans for onboarding our new customers and the Due Date = Launch Date.

        A Launch should be done within 90 days so we create them automatically with this in mind however once the CSM has spoken with the client and found out their planned launch date they would like to be able to just update the overall Due Date and all objectives and tasks due dates (and tbh start dates) to fall in line with that. This should be the case for if there is a change to the planned launch date too. 

         

        We started off with a nicely laid out success plan split in to multiple objectives based on topic (kick-off, platform set-up, etc) with various tasks under each, but if the CSM updates the Launch Task (which sits under just one of the objectives) then only the tasks in the same grouping get updated which puts everything else on the wrong planned trajectory. 


        We’ve switched to having just one objective with all 30 tasks under it, and each task due date working off one called Launch. But any changes to that doesn’t get reflected at the overall Success Plan due date so both have to be updated. Also it’s aesthetically pretty bad as everything is in just one long list. 

        colleen_fleming
        colleen_fleming
        Contributor ⭐️⭐️⭐️
        December 4, 2020

        Is there an update on this getting on the roadmap by chance? We are definitely in need of wanting objectives to have more dynamic start and due dates. Especially the instance of having the due date be based off the previous objectives completion date (like when making a task due off of another task’s close date for CTAs). Thanks!

        Colleen Simmons
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          December 10, 2020

          @colleen_fleming Thanks for bringing this up!! We have planned a lot of new enhancements in Success Plans for coming releases, hope this is also included. I will confirm with the product team and get back to you. 

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