Re-order tasks in a SuccessPlay

Thomas Favre-Bulle

Tasks cannot currently be re-ordered in a SuccessPlay, while a task can be deleted or added at the end.

If we want to modify a SuccessPlay to add an intermediary step, we currently have no choice but to delete all the tasks following the point we want to insert a new task at, then re-create them all. This is not very efficient and pretty error-prone.

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Comments

8 comments

Date Votes
  • Ron Hill

    Reordering tasks is a significant need for our use case as well- especially as we mature our SuccessPlays to include new tasks.

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  • Sean Maguire

    Any progress or movement on this?

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  • Vijay

    Sean Thomas and Ron,

    In a SuccessPlay, all the actions (all tasks) and any other actions all fire at the same time when the criteria are met. However, tasks can have different due dates. E.g., Task 1 can be due in 3 days, vs. Task 2 can be due in 7 days...

    We automatically sort tasks by their due dates. Assignees will see this order in their Agenda tab in My Portfolio.

    So ordering items here is not going to help. Can you elaborate on what purpose it serves to order them when they all fire simultaneously?

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  • Sean Maguire

    Is there no use case you can envision where multiple tasks must be executed serially and in a precise sequential order (whether by the same one person or by multiple different members of the account team), yet each are due on the exact same day?

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  • Vijay

    I am sure you and I can come up with some but if you did stagger them by a day they will line up.. Task 1 is due in 5 days, Task 2 is due in 6 days and Task 3 is due in 7 days...

    I will keep this item in mind for the future. If you have a strong and compelling case that will benefit a large set of customers please add it here. I am eager to see what other customers come up with.

    Thanks

    Vijay

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  • Matt Clancy

    Vijay,

    We are trying to build out a success plays.  The hierarchy I want to use is:

    Objective -> tasks -> subtasks

    However, since subtasks don't exist I'm trying to create a naming convention that combines the idea of tasks with subtasks.  Example "Install: Configure X", "Deploy: Enable Y".  And I'm then assigning the same dates to all tasks based on the name.  Anything with "Install" in the name gets 5 day, anything with "Deploy" in the name gets 6 days...etc.  However, I still have a need to control the order in which those tasks with "install" in the name show up because they are sequential.  The workaround of setting a different day for each task doesn't scale.  So, I'd like to see the following:

    Option 1:  Provide the ability for both objectives and tasks (built via success plays) to have subtasks.  That would remove the issue of date manipulation as they would all be naturally group appropriately.

    Option 2: For tasks due on the same day, provide the ability to set the order.  Or even just make them alphabetical as that can be manipulated.

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  • Kevin Bondonno

    I can easily foresee a real and valid use case where the suggested workaround of staggered due dates would not be sufficient.  On the surface it sounds agreeable, but will probably only work for limited number of scenarios.  If the list of tasks is any greater than 2-3 (ie. 7+ tasks) then the overall due date spans a full week.  Not optimal if trying to ensure all tasks are completed within a day or two.

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  • Matt Clancy

    I'm managing through the exact problem that Kevin stated.  I have multiple tasks that need to be done in a short term and to get them to order correctly I have to expand the date window.  Not ideal at all.

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