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New Idea

Additional Configurations for Due Dates Based on Calendar Dates

Related products:CS Cockpit & Playbooks
  • November 17, 2022
  • 1 reply
  • 29 views
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CarollynnC
  • Contributor ⭐️⭐️⭐️
  • 17 replies

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.

 

1 reply

bradley
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  • Expert ⭐️
  • 1128 replies
  • November 17, 2022

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


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