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bennett_paylor
bennett_paylor
Contributor ⭐️⭐️
March 14, 2018

Automatic Update of Task Due Date Upon Completion

  • March 14, 2018
  • 10 replies
  • 48 views
When completing a task, it would be nice if the due date of that task would automatically update to today's date. Many tasks continuously get pushed back based on lack of response from client. Updating these task's due dates can be overwhelming to maintain. I go back in to old CTAs frequently to track down when I completed a certain task, and if I donot think to update the task due date every time I complete a task, the date completed shows whatever the original due date was. Thanks.

      10 replies

      darkknight
      darkknight
      Expert ⭐️
      March 14, 2018
      Good call!
      Jeff Kirkpatrick
      H
      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      March 14, 2018
      Hi Bennett,

      If i understand correctly, your ask is to change Task Due date = Today, when closing Task successfully?
        bennett_paylor
        bennett_paylorAuthor
        Contributor ⭐️⭐️
        March 14, 2018
        Yes. That's correct, Hitesh. If there is a way to do that currently, please let me know!
        H
        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        March 14, 2018
        Currently there's no way to do that, but we can definitely think about this.

        Follow up Question: 

        1) Is this always applicable to all the tasks that you are closing? There can be a scenario when you have actually completed a task yesterday and closing it today.

        One way i could think of solving this is by giving an option to update due date when closing task manually (similarly to what we get when cascading due dates)

        Regards,
        Hitesh
        bennett_paylor
        bennett_paylorAuthor
        Contributor ⭐️⭐️
        March 14, 2018
        The manual update option at closing would be great. I cannot not think of a scenario when I wouldn't want to due date to update to the day I complete the task. However, I am sure people work differently than I do. Maybe you could add a field called "Completion Date" that is auto-populated when you check the task as complete?
        melissa_i_959be6
        melissa_i_959be6
        Contributor ⭐️⭐️⭐️⭐️⭐️
        March 14, 2018
        I think I am missing something... When I mark a task as completed, the ClosedDate = Today.  The due date never changes, unless I manually update it.  This is exactly how I believe it should work.  Why does Bennett have task due dates changing when he closes tasks?
          bennett_paylor
          bennett_paylorAuthor
          Contributor ⭐️⭐️
          March 14, 2018
          Hey Melissa, we’re on the same page. My due dates do not update when I complete a task. What I was saying is I want them to. Are you saying there is a field that populates with the date the task was closed?
          melissa_i_959be6
          melissa_i_959be6
          Contributor ⭐️⭐️⭐️⭐️⭐️
          March 14, 2018
          There sure is!  On the CSTask Object there is a field called ClosedDate.
            darkknight
            darkknight
            Expert ⭐️
            March 14, 2018
            Ha! I misread Bennett's issue. Good catch Melissa!
            Jeff Kirkpatrick
            sai_ram
            sai_ram
            Expert ⭐️⭐️
            March 15, 2018
            @Bennett, We can use the closed date to track the Task Completed date. Hope this solves your use-case. 

            "Closed date" on "CS Task" object is the field where you find the Task closed date.

            Thanks for posting!
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