Question

Is it possible to set up a rule in CTA's that when a box is checked on a task, the status is automatically moved to "work in progress"?

  • 23 October 2018
  • 6 replies
  • 75 views

Is it possible to set up a rule in CTA's that when a box is checked on a task, the status is automatically moved to "work in progress"?

6 replies

Userlevel 1
I really like this idea.



I know from reviewing reports that people rarely update this field from New to Work-in-progress. There's ways to get around this to by looking at the %complete field (not sure if that's built in or I created a formula field) but that's how I know a playbook is in action.
Badge +1
Hi Denver,



As of now in Product we don't have ability to Update CTA status based on some action, but we do have plans to do so. Will let you know once i have any update.


Badge +1
Hi Liam,



Just you let you know, that field(Percent Complete) is an OOTB field that comes with the product.


Userlevel 7
Badge +1
Hi Denver,



 



Thanks for sharing this. Let me know if my understanding is correct here : You want to update the status of a CTA to "Work in Progress" if any task underneath it has been closed ?


Userlevel 1
I'm not the OP, but the way I see it, when a playbook is created, you can consider it to have a Status = new, once you close a task within the playbook, it could be considered in action - and therefore status = Work in progress.



but this may not always be the case...



Perhaps when closing a task, a simple dialog could appear asking the enduser if you would like to set the status = Work in progress. This is because there may be some scenarios where you close a task and the playbook is not actually Work in progress. Ie: Where you still want the playbook to be set to status = New.


Definite upvote for this idea. I'm trying to encourage increased usage of CTAs and more accountability by showing CTA progress on various dashboards for individuals/managements.



If a task is ticked off, ideally the status would automatically update to Work-in-progress. At the very least, it would be good to have the ability to "Update CTA" rather than just "Create/Close CTA" within rule actions so we can configure this manually.







Is there a particular back-end reason this Gainsight object can't be allowed to be updated in a similar way to other objects with the CTA ID (or subject) as an identifier?


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