Date order of Tasks created manually within a CTA (Playbook generated)

  • 19 September 2018
  • 2 replies

I have created a CTA for a QBR which is based on a Playbook containing multiple Tasks.  In this instance I wanted to add a couple of additional tasks to the CTA outside the normal Playbook scope.  I have done this but regardless of the order I sort the tasks in (date), the Tasks I have manually created appear at the bottom of the Task list.  I want them to sit in date order so that they arent missed.

Best answer by jagadeesh_kumar_paidimarri 19 September 2018, 15:39

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2 replies

Hi Jon,

Could you please navigate to administration > tasks and apply display order as due date and see if this helps ?

Thanks, it is set to 'Playbook Order' so that will be it.