Currently, you have the ability to adjust the Start Date and Due Date on individual Objectives within Success Plans. Unfortunately, you do not have the ability to adjust the Close Date for Objectives though. Currently, Close Dates are controlled by checking off the Objective within Objectives or the Gantt Chart - and cannot be applied to previous dates. Additionally, if you accidentally uncheck an Objective and need to re-close it, you are not able to keep the previous Close Date.
I can give a few use cases of when it would be helpful to be able to manually adjust the Close Date of an Objective or Task within:
- If one of our Consultants are on a site visit, and they accomplish a number of tasks within the Success Plan, but do not have the time to check these off until they are back in the office a few days later. currently, the Close Date (when the task was completed) would be inaccurate.
- If we are sharing a Success Plan with one of our clients to manage our project plan, and one of these Objectives is actually a client task, the client would need to inform our Consultant of when this task was complete. If the Consultant is not able to check off the Objective on that specific date.
I would find additional flexibility with this field to be very helpful in being able to accurately track time to completion for our Objectives within Success Plans. I am also very interested in any workarounds others within the community may have come up with!