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sagan_sherlin
Helper ⭐️⭐️
Aug 14, 2018 5:34 PM UTC

Question. Is it possible to change the default Due Date of a CTA to X Days?

My apologies if there is a post - I read through a few and couldn't find this exact request. 

But we're looking to know if there is a way to change due date of 1 day of newly created CTA's to maybe 2 days instead?  So when a CTA is created, rather than a due date of tomorrow - it would have a due date of two days out instead. [Or whatever the ADMIN sets.]

We have a group of users that are heavy on manually creating their own CTA's and this is a rather hefty request.  We proposed Playbooks - but when they provided the list to cover their scenarios, it got a little wicked.

Looking forward to everyone's feedback!

(Also, HI!!)

    5 replies

    sagan_sherlin
    Helper ⭐️⭐️
    Aug 17, 2018 8:01 PM UTC
    Ping.
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    karl_rumelhart
    Expert ⭐️
    Aug 19, 2018 7:49 PM UTC
    I am sorry but I am not quite following you.  When a CTA is created manually the user selects the due date. It can be anything.  Are you asking for a change in the default?
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    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Aug 29, 2018 10:10 PM UTC
    Hi Sagan,

    Do you still have an open question here?

    Thanks!
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    Lila Krutel, Dir. Global Education Services
    sagan_sherlin
    Helper ⭐️⭐️
    Sep 4, 2018 3:31 PM UTC
    Hi Sorry!  When a User creates a CTA, the defualt 'Due Date' is the same day as they create it.  They are wondering if there is a way to change that.  
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    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Sep 28, 2018 6:12 PM UTC
    I'm going to switch this to an Idea.
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    Lila Krutel, Dir. Global Education Services