Success Plan Objective Due Dates

Related products:CS Success Plans & Customer Goals

Forum|Forum|8 years ago
May 2, 2018
18 replies
300 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.

success plans

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sai_ram

Expert ⭐️⭐️

@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.

@colleen_fleming product team confirmed that this is added to road-map. I will update here once this is considered for release.

gunjanm

Expert ⭐️

This is going to be sweet!

End Proctoring-

Gunjan

gunjanm

Expert ⭐️

@jamieordway @lindseyyoung5 @ashleyyoung

End Proctoring-

Gunjan

Anil Raj Pujari

Helper ⭐️⭐️

Adding dependencies between objectives in Gantt chart and in templates is in development and should be available soon. Similar dependencies can be added between tasks within the objective. The initial dependencies available will be - start date of objective is dependent on due date of previous objective and due date of objective is dependent on assigned/start date of the same objective. Similarly dependencies for tasks.

HollySimmons

Helper ⭐️

I looked over whats new in Horizon SP’s and it seems like setting objective dates based on plan due date is still not possible? Is that correct?

When a CSM creates a SP and then add’s a template we want (or rather need!) the Objectives due date to be based on the SP due date (as opposed to Created Date).

Please please please add this functionality..!!

kstim

Helper ⭐️⭐️

We have a use case to allow setting quarters as due dates for objectives in success plans.

Why? Our CSMs spend a lot of time updating due dates for objectives throughout the life of the success plan as they are often very fluid and unpredictable. Instead of having to set a due date to a specific date in the future, I’m wondering if we can have the ability to set quarters as due dates instead. Thanks!