Playbook task dates based on "Due Date - x days" or "Assign Date + y days"
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When adding a due date to a Task in a Playbook, I can only select "Assign Date + y days" - This is OK for risks or opportunities but useless for events.
For example, our CSM has a QBR meeting scheduled on date x. 14 days before the QBR meeting they should complete task A and 7 days before they need to do B (so on and so forth). The format of the task dates in the playbook should therefore be "Due date - x days"
There is no way for me to schedule these tasks in Cockpit as I am stuck with "create date + y days".
For example, our CSM has a QBR meeting scheduled on date x. 14 days before the QBR meeting they should complete task A and 7 days before they need to do B (so on and so forth). The format of the task dates in the playbook should therefore be "Due date - x days"
There is no way for me to schedule these tasks in Cockpit as I am stuck with "create date + y days".
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We will take that consideration for future release when we update playbooks functionality next.
I love the idea of having a new "due date - X days" option for assigning Playbook tasks when the rule runs. JD, do you also need the Playbook task due dates to adjust/shift if and when the CTA due date changes?
First example: Business review rule runs with default due date of 8/1 and several tasks using a "due date minus X days" approach. Then the CSM actually gets the "business review" scheduled for 8/22. When the CTA date is pushed out, are you expecting any or all of those tasks to move? If so, does this logic only apply to Event CTAs and only remaining open tasks (if the first task was to schedule the meeting and you've done that)?
Second example: Business review rule runs with a default date of 12/31 and several tasks using a "due date minus X days" approach. Then the CSM actually gets the "business review" scheduled for 10/1. In this case, right now you can't have a task due past the overall CTA due date so they wouldn't be able to change the CTA to 10/1 without moving the tasks. When the CTA date is being pulled in, I think we've been recommending putting a Comment in the CTA rule giving them initial guidance & telling them to apply the Playbook once it's scheduled. (This would also get you the most current version of the Playbook if it changes between now and Oct). But alternately, would you prefer for there to be an option to adjust the CTA and Playbook due dates all at once? (We're also capturing "original due date" for reporting purposes but I think that would be much less valuable data point in this case, correct?)
Would be great to get your perspective on the best workflow... Thank you, Gabriel and JD!
Update playbook task dates if CTA is rescheduled. Thanks!