Make Gantt Chart created and end dates more flexible
CS 360 Company & Relationships
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my request is already on the roadmap, that's fine.
However, I noticed the following issue when trying to load a success template. What I want to do is be able to load a 4-week success plan template that contains one objective CTA per week. Each objective CTA would then have a playbook attached so that the template would essentially be a project plan with four objectives and about 20 total tasks.
The issue is that when I apply that template, it automatically makes my start date in the Gantt Chart equal to the created date of the CTA. I can't edit that created date in the CTA or in the Gantt Chart, so I'm stuck with a project plan this.
What I want to be able to do is stagger the start dates for Weeks 2-4 so that the bar is only a few days long rather than all of them starting on the day I create the CTA.
Are there any plans on the roadmap to make this editable, or better yet, is there a good alternative solution to accomplish what I'm looking for?
However, I noticed the following issue when trying to load a success template. What I want to do is be able to load a 4-week success plan template that contains one objective CTA per week. Each objective CTA would then have a playbook attached so that the template would essentially be a project plan with four objectives and about 20 total tasks.
The issue is that when I apply that template, it automatically makes my start date in the Gantt Chart equal to the created date of the CTA. I can't edit that created date in the CTA or in the Gantt Chart, so I'm stuck with a project plan this.
What I want to be able to do is stagger the start dates for Weeks 2-4 so that the bar is only a few days long rather than all of them starting on the day I create the CTA.
Are there any plans on the roadmap to make this editable, or better yet, is there a good alternative solution to accomplish what I'm looking for?
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As you must be aware, currently we use CTA/ task created date as the bar start date. Is there any other CTA attribute based on which we should decide the start date or do you want it to be manually customizable?
Thanks,
Nitisha
So to answer your question, I'd just prefer to have the tasks be manually customizable.
Yes, this is on the roadmap and we will try to implement it soon. I will post updates here once I have more clarity on ETA.
Thanks,
Nitisha
We're running into a similar issue at our company - we're built an objective for each meeting (Q1 Business Review, Q2 Business Review, etc.) and we're hoping to share the Gantt chart with our customers. The start date for each of these should of course be different, and not the date the plan was created.
Do you have any update around timing for this? It's pressing on our side for annual planning with customers.
Thank you.
Adam
Any updates on the ETA for making the start date flexible? This would be very helpful as the customers would like to see a plan of next 12 months 18 months etc.
Regards,
Jahnavi
Thanks for sharing this. We are planning to introduce the concept of "Start Date" in objectives (Currently, we use the Created Date & it would not be correct to make it editable).This is there on our roadmap but there is no ETA as of today. Will keep you updated on any progress.
A couple of question I had regarding the same:
- Do you want the CSM’s to manually the start dates manually or does the Admin want to define them at the template level? (Would just having the CSM edit the start date of objectives be useful - since it might increase the overhead if there are too many Objectives/Tasks? )
- Do you need the same ability for tasks as well? (Changing start date of tasks etc.)
- If they can be defined at a template level, how might you would they want to determine the start dates? (Some of them might be: Based on due date of another objective, Based on closed date of an objective. Based on success plan dates (date SP became active?))
- From a UI perspective, do you want the objectives/tasks that have not started to be hidden/ distinguished in some form?
Regards
- I think ability to manually set start dates, as well as dependent on completion of a prior objective/task (eg. "Finish date of QBR + 3 days")
--- Any measure of days should be business days
- CSM would be able to manually set these dates, but ability to include dependencies like the above so tasks automatically waterfall would be extremely helpful.
- Yes tasks should be set independently of objectives
- I think all objectives/tasks should be visible
My 2 cents to make this a very simplified Gantt charting tool (some of the key functionality of Microsoft Project and others).
Thanks.
Adam
These are great news! Only the "no ETA" is concerning me for now. We are really missing this feature.
We are starting with Gainsight at my company and this was a big no no for us. It is really important for our CSMs to be able to have a visual representation of the success plan. We could achieve this with the Gantt chart, if there was a start date editable in the CTA.
Some thoughts on your questions:
We are really missing some visuals on the representation and current status of the Success Plans. It is much easier to communicate with customer when you have a visual representation of the current status of the Success Plan.
Thanks!
We need task and CTA start dates to be based on the due date/completion date (once completed) of another task/CTA and we need the ability for CSMs to edit start dates as well.
The Start Date should be a different field from Created Date.
The Task Start Date should be different from the Objective Start Date
The Start Date should be manually editable by the CSM as well as able to be set during Template configuration.
To start, these should be options to set the date:
*Custom (Calendar drop down)
*Previous task closed date
*Previous objective closed date
Ideally, there would eventually be the above with the below add ons
*Previous task closed date + __ days
*Previous objective closed date + __ days
*(Drop down to choose a specific task) closed date + __ days
*(Drop down to choose a specific objective) closed date + __ days
The Start Date should be a different field from Created Date.
The Task Start Date should be different from the Objective Start Date
The Start Date should be manually editable by the CSM as well as able to be set during Template configuration.
To start, these should be options to set the date:
*Custom (Calendar drop down)
*Previous task closed date
*Previous objective closed date
Ideally, there would eventually be the above with the below add ons
*Previous task closed date + __ days
*Previous objective closed date + __ days
*(Drop down to choose a specific task) closed date + __ days
*(Drop down to choose a specific objective) closed date + __ days
Making the start dates manually editable is the minimum needed before a CSM could consider sharing this with their client.
Would a Gainsight CSM use the current version to manage their clients success plans, I very much doubt it
Thanks for sharing your thoughts and feedback on this. Completely agree that we need to introduce the concept of "Start Date" in (today its based on Created Date) and make the GanttChart work on this. This is definitely high on our to-do list but unfortunately, I do not have an ETA for this. Will keep you updated as and when this gets picked up
Also, would you be open for a quick call - I would like to understand how you are using success plans & maybe walk you through what we plan to do
Regards