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Add multiple tasks on manually created CTAs

  • July 13, 2016
  • 8 replies
  • 41 views

justin_houghton
When adding tasks to CTA it would be great to have an option to "save and add another". Ideally, this button would save your current task and pop up a new window associated with the same CTA and allow you to add another task quickly. This will save the user from having to go back to the cockpit view and then having to navigate to add a new task for the remaining tasks they wish to add.  Just an idea- I have used my poor screen shot skills to show what it could look it below.

8 replies

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • July 13, 2016
I like that idea! Sort of like the Save and New on SF activities!

samantha_cushing
Great idea, and very efficient! 

manu_mittal
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  • Gainsight Employee ⭐️
  • July 14, 2016
Great idea, Justin! We'll definitely consider this, and also look into other ways of speeding up the process of adding multiple Tasks.

justin_houghton
  • Author
  • Contributor ⭐️⭐️
  • September 15, 2016
Manu- any update you can provide on adding features to help speed up adding tasks?

nitisha_rathi
  • Expert ⭐️⭐️
  • September 16, 2016
Hi Justin,

This should be available in Dec/Jan release.

Thanks,
Nitisha

reneehouse
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • December 16, 2016
Hi Nitisha,

I saw this on the product roadmap.  Will this most likely make the December or January release? Any updates?

Best,
Renee

manu_mittal
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  • Gainsight Employee ⭐️
  • December 16, 2016
Hi Renee,

This is currently planned for our Winter (Feb) release.

elizabeth_gerber_7161b6
Anything planned for adding multiple tasks to multiple CTAs? Example: I want to add a "Training" task to all CTAs titled "CLIENT X"