Success Plan Objective Due Dates

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  • Updated 5 months ago
We would like to have more options for setting objective due dates when creating the success plan templates (much like we see with playbook task due dates). Instead of just having the option to set the due date to be a certain number of days after the assigned date, can we also have the option of a certain number of days before the success plan due date?

I found a similar post where this enhancement is mentioned in the comments, but the other suggestion appears to have been prioritized instead.
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Britton Walker, Alum

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Posted 6 months ago

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Aditya Marla, Product Manager

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Hi Britton,

This has not been taken up yet. Will keep you updated as and when it gets picked up. The main use case for you would be to set the objective due dates based on the Success Plan Due dates right? (Or do you have the need for it to be based on the previous objectives due date as well?)

Regards
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Britton Walker, Alum

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We would actually like both options. Setting due dates based on previous objectives would be good to quickly adjust the success plan when some snag or delay comes up while the CSM and client is working through it.
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Aditya Marla, Product Manager

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Got it...thanks for sharing this.