Changes to CTA and Task Due Date Functionality

  • 6 January 2016
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In Thursday's Gainsight release, we're making important changes to the CTA and Task Due Date and Owner functionality, which will be visible to users immediately after the release. Please share this support article with your CSMs to help them understand the new options.

For Playbook owners, we recommend that when you create new Playbooks, or update existing Playbook tasks using the new due date options, test the implications of the new configurations. For example, create a test CTA and apply your new or updated Playbook, in order to see how the task dependencies will impact the CSM’s workflow, and then communicate with your CSM team about how the new/updated Playbook works.

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