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ganesh
ganesh
Contributor ⭐️⭐️
Oct 3, 2016 11:00 PM UTC

Ability to update task due dates when moving CTA due date up

When moving a CTA due date up ahead of some tasks in the playbook, Cockpit results in an error - that the CTA can't be due ahead of task due dates. Makes sense, but the solution is for the CSM to update the task due dates manually.

Idea: can we automatically update task due dates when cta due dates are pushed up or back in time?

      3 replies

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Oct 4, 2016 1:18 PM UTC
      Yes! Please! We have a rule that runs that automatically adds a Success Plan template with dates already specified at certain places in the contract time-wise. There are instances, however, where the CSM has had to add the plan manually, and when they do, it's super confusing for them to have to change the dates to get the right dates for those events. Happy to provide more details if anyone is interested.
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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Oct 12, 2016 9:44 AM UTC
      Hi,

      Thanks for the post. We will check the dependencies in enabling this feature and get back to you.

      Thanks,
      Nitisha 
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      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      Jul 12, 2017 10:17 PM UTC
      Hi All,

      Currently we have Option of Cascading CTA/Task Due date, with this option Task Due date gets updated Up or Down whenever CTA Due date is moved Up or Down.

      Hope this solves the Use Case.

      Regards,
      Hitesh
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