We are running into the issue that we simply want the owner of the success plan to be the owner of the objectives for the success plan. Currently I have to find some random user object that doesn't normally get used. It's disruptive when that user is used and the objectives get assigned to someone else while the success plan is in a different owner's name.
When the system can't find my user I've put in, it just defaults to the owner anyway, it would be great if you didn't have to hack this behavior and just have it happen.
"No Owner" or "Success Plan Owner" option for assigning objectives when creating a template
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Are all the objectives of a success plane owned by a single person? How would you want that to work when there are multiple owners are present?
Hi Faust,
Currently when a user adds a template, the objectives get assigned to them? Do you want them to get assigned to the Success Plan owner instead? Any specific reason for this?
Are all the objectives of a success plane owned by a single person? How would you want that to work when there are multiple owners are present?
Hi Faust,
Currently when a user adds a template, the objectives get assigned to them? Do you want them to get assigned to the Success Plan owner instead? Any specific reason for this?
For us, the Success Plan owners are the ones working with the client to complete objectives and playbook tasks. We assign the Success Plan via Rules and when the Success Plan owner adds the Playbook template, it doesn't automatically assign the tasks to them.
But as mentioned, we found a way to work around this. Thanks!
WHY ON EARTH DID YOU CALL IT SP OWNER!!!!!!
I searched for "Success Plan Owner" and "CTA Group Owner" and "Call To Action Group Owner" and "Call 2 Action Group Master".
Seriously, work on your tool's UEX, I would have never found that.
I highly encourage the changing of that name to "Success Plan Owner" as I had searched for 'Success,' 'Success Plan,' 'Owner,' and a ton of other combinations to no avail.
When you searched for "Owner" the option should show up. Didn't that work for you?