Skip to main content
gabriel_hobbs
Contributor ⭐️⭐️⭐️
June 12, 2015

Playbook task dates based on "Due Date - x days" or "Assign Date + y days"

  • June 12, 2015
  • 16 replies
  • 306 views
When adding a due date to a Task in a Playbook, I can only select "Assign Date + y days" - This is OK for risks or opportunities but useless for events.

For example, our CSM has a QBR meeting scheduled on date x. 14 days before the QBR meeting they should complete task A and 7 days before they need to do B (so on and so forth). The format of the task dates in the playbook should therefore be "Due date - x days"

There is no way for me to schedule these tasks in Cockpit as I am stuck with "create date + y days".

    16 replies

    jd_griffis
    Contributor ⭐️⭐️⭐️⭐️
    October 28, 2015
    My two cents... reality always wins. In this case, if the first task is really supposed to be done due date - 15 days, and the playbook is getting applied 10 days before CTA Due Date - then task 1 is 5 days overdue and task 2 is still scheduled for T-5 days... as DEFAULT. The CSD should be able to look at that, and if appropriate, change the due date of the CTA; which would then adjust the individual tasks accordingly. Or they leave it alone, get task 1 done as soon as they can and do task 2 as scheduled.
    gabriel_hobbs
    Contributor ⭐️⭐️⭐️
    November 2, 2015
    As JD Griffis states, reality wins. Scenario 1.
    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 3, 2015
    This would help Angie's List as well.  It is cumbersome for a rep to not only change the due date of the CTA but also change the date on each individual task.  
    ian
    Contributor ⭐️⭐️
    November 3, 2015
    Agreed. Scenario 1.
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    November 30, 2015
    This enhancement will be available in our Jan 2016 release. 
    jennifer_kirkland
    Contributor ⭐️⭐️⭐️
    December 6, 2015
    Very happy to see this will be released in Jan 2016. Will the release also apply the feature to Success Templates? I understand Playbooks and Success Templates are a bit like fraternal twins - and this feature would be extremely helpful there (with Scenario 1 applied) as well.