Restrict CTA closure if tasks are not completed

  • 2 December 2022
  • 2 replies

Is it possible to restrict the closure of a CTA until all the tasks within are completed?  I find team members are accidentally clicking the close radio button at the CTA level and then all of their tasks get marked complete in the playbook.  I would like to restrict this to only be able to close once the tasks are completed.  

2 replies

Userlevel 7
Badge +9

@jryan300 Welcome to the community, Joshua. I’m glad you’re here.

I don’t know of any way to limit this CTA behavior. The functionality of closing the component Tasks automatically when marking the CTA as closed is meant as an efficiency mechanism. Though to your point, if it happens inadvertently, it can be hard for a CSM to know which Tasks are actually yet to be completed.

Understood, even if it were a warning, or an, are you sure you want to do this, you have incomplete tasks type warning would be useful.