Success Plan Status ~ Variants

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  • Idea
  • Updated 1 month ago
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I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Draft, & Closed. 

The use case for this specific customer would be to tag as "future project" or something similar to that so they can tag these success plans with a more specific status. 

I do agree with them that this would be very beneficial for a strategic team to be able to use. 
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Cameron Wright, Employee

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Posted 10 months ago

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Aditya Marla, Employee

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Hi Cameron,

Thanks for sharing this. In the example you mentioned how do they want to handle "Future projects" - would the behavior be similar to draft stage / any different behavior? Or is it more of a Tag (to easily classify the success plans?) 

Regards
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Scotty, Champion

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Hey Aditya,

I would use this to mark projects that were closed, but maybe with some risk. Kind of like CTAs. At this point we have to use context clues (this success plan has a risk CTA, and some CTAs were "Closed Risk" or Closed No Action. I'd love to have a Success Plan status that was "Abandoned". 
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Aditya Marla, Employee

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Got it. Thanks for sharing this Scotty....ideally you would want something similar to CTA Statuses & Reporting Categories right?
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Scotty, Champion

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Yep! I'd love to be able to configure statuses. Then I can group Success Plans and track their impact.