Acknowledged

Color option for the Success Plan Objectives


Userlevel 5
Badge
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

Userlevel 5
Badge

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!!

Userlevel 6
Badge +1

Great! +1

Userlevel 4
Badge

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)

 

Userlevel 6
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?

Userlevel 5
Badge
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.

Userlevel 6
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?)

Userlevel 5
Badge
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.

Userlevel 6
Badge
for us, it would be more impactful if it was based on status. we don't really use "priority"

Userlevel 7
Badge +1
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)?
Userlevel 3
great idea +1

Reply