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Acknowledged

Success Plan Active Date-Based Due Dates

  • 4 August 2020
  • 6 replies
  • 71 views

Userlevel 7
Badge +1

Hi folks, 

I would love to see some functionality supporting the assignment of objective category templates and associated playbook dates being related to the Success Plan active date, rather than the date that the template was assigned (which in our case is when the SP is created, and the status is still in Draft). Our use case for this particular idea is related to Onboarding Success Plans.

Since the launch date of the customer (i.e. the SP Active Date) can be several days after the SP creation date (typically the day after the new opp close date), it is quite tedious to manually change the objective due dates, or to suggest to the onboarding team to assign the template themselves, especially since some of the objectives and associated playbooks begin to take place prior to the launch date. 


6 replies

Userlevel 6

Hi @gunjanm 

Thanks a lot for sharing this. I will keep you updated as and when we make any progress on this, but as of today, it's not on our active roadmap. But we do have plans to enhance our Gantt Chart to make it simpler to update due-dates inline

Userlevel 7
Badge +1

@aditya_marla to be honest, this is a little disappointing to hear. The functionality of updating the Success Plan Due Date further updating the open Objective due dates seems to be a basic necessity, especially considering the pre-existing functionality to update a CTA due date and its dependent task due dates being updated too. 

What do you think @heather_hansen @jean.nairon @CurtisValentine @lindseyyoung5 @keith_mattes @foster.sean92 ? 

  
End Proctoring-
 
Userlevel 7
Badge +2

I’ve run into this recently too.  Would agree that it makes sense that if you update the objectives due dates, it should also update the SP Due Date - especially in the case of templates.

Userlevel 6
Badge +1

This is one of those things where I would seek consistency throughout the Admin UI and capabilities.  Since Objectives are just types of CTA’s this should hopefully not be a hard ask and makes total sense.  We’ve had some “user-drift” from Success Plans for similar frustrations.

Userlevel 6

Got it. Thanks a lot for sharing this feedback. We have plans of making enhancements to our templates to allow for dependencies (i.e a CTA due date can be based on the previous CTAs start data). Will check if its possible to include the Success Plan dates as well. We are also working on enhancing the Gantt Chart to make it interactive so that it would at least be much easier to updates the dates of CTAs

Userlevel 7
Badge +1

 @jamieordway @lindseyyoung5 @ashleyyoung 

 

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