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jam
jam
Contributor ⭐️⭐️⭐️⭐️
October 25, 2016
Question

Ability to set unique status to individual tasks associated to a Playbook

  • October 25, 2016
  • 1 reply
  • 59 views
We have a client onboarding CTA; associated playbook has four tasks.

I want to be able to report on which of the four tasks during the onboarding process were successful/completed vs. those that were not however, I can't figure out how to 'close successful' only the tasks that were completed without being required to close all tasks when the CTA itself is closed out.

Is anyone doing something similar that has a good solution?

Thanks!
JAM

    1 reply

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    March 1, 2017
    Hi,

    Not sure if you got the solution of this problem yet. In Administration > Tasks > Task Mapping, their is an option to set 'Default Closed Incomplete Status'. When you close a CTA, all open tasks will move to this status. Thus, you can differentiate between the tasks closed by CSM vs tasks closed automatically.



    Thanks,
    Nitisha
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