Sometimes there are CTAs that have tasks, and those tasks should have subtasks.
Has there been consideration around nested tasks?
I know adding one more level would only bring the question of how many levels are truly needed?
Nested CTA Tasks
+5Director of CX and Scale Programs
It would be helpful to have at least one more level. An example where this would be help for me is to have our customers release cycle name as the objective, then their quarterly release id, then any tasks related to that release would be a 2nd nested level.
Product line A
-> 2018 Q3
-> Product Update 1
-> Product Update 2
-> 2018 Q4
-> Product Update 1
-> Product Update 2
Product line A
-> 2018 Q3
-> Product Update 1
-> Product Update 2
-> 2018 Q4
-> Product Update 1
-> Product Update 2
+2Hi Gerald, have you considered using Success Plans for your use case? Success Plans are designed for activities that have longer duration and multiple objectives and tasks.
In your example, the Success Plan would be "Product line A" and it would consist of Objectives "2018 Q3" et.al with each Objective having Tasks "Product Update 1" et.al.
It might look something like this:
More info on Success Plans here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S...
In your example, the Success Plan would be "Product line A" and it would consist of Objectives "2018 Q3" et.al with each Objective having Tasks "Product Update 1" et.al.
It might look something like this:
More info on Success Plans here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S...
+2Also, with Success Plans, you'll get slick Gantt chart visualizations to help you see progress on related tasks and date timelines.
VP of Customer Success at Forcepoint
+5In this example, the task is a part of a CTA in a Success Plan.
Plus one for this idea! Subtasks under success plan tasks would be helpful. Thanks!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.