Allow "Start Date" of Success Plan Gantt Chart view to be populated automatically
None
I think I speak for quite a few people when I say I'm very excited about the ability to edit the Gantt chart start and end dates now!
However, the issue still remains that if you apply a template to a success plan, the tasks are all going to look like they start on the same day, since it's based off the CTA Created Date field. Of course, now we can at least manually edit those, but that can turn into quite the tedious task especially if you have a success plan with dozens of objectives and/or tasks.
So my request is to have the ability to automatically set the start dates, which would be reflected in the Gantt Chart view. In theory, this would function exactly how the End Dates do, where you can say I want this End Date to show up as +50 days from the assigned date.
However, the issue still remains that if you apply a template to a success plan, the tasks are all going to look like they start on the same day, since it's based off the CTA Created Date field. Of course, now we can at least manually edit those, but that can turn into quite the tedious task especially if you have a success plan with dozens of objectives and/or tasks.
So my request is to have the ability to automatically set the start dates, which would be reflected in the Gantt Chart view. In theory, this would function exactly how the End Dates do, where you can say I want this End Date to show up as +50 days from the assigned date.
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The fact that the users need to manually update the start date for each success plan after applying the template it's just making this functionality useless and is killing the adoption.
Please give us an update on this one.
https://community.gainsight.com/cs-ideas-21/having-a-cascading-start-date-for-success-plan-objectives-37985#post41077
This would definitely be very helpful. We are setting up onboarding Success Plans and I was actually wondering why this was not in there yet.
Any update on this one? We are just getting into Success Plans and this would be very helpful.
Hi@johntrask_bt @Jef Vanlaer
Ability to configure the “start date” of objectives in success plan is in development. The feature will be available soon.
Hello Everyone,
Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities such as the ability to add dependency between the End Date and Start Date of multiple Objective CTAs, as well as the ability to drag-and-drop Objective CTAs in the Gantt Chart tab to change their End Dates, Start Dates, and the corresponding dates of all dependent Objective CTAs/Tasks.
Thanks for posting!