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jryan300
Contributor ⭐️⭐️
December 2, 2022
Question

Restrict CTA closure if tasks are not completed

  • December 2, 2022
  • 2 replies
  • 62 views

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

    matthew_lind
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    December 2, 2022

    @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.

    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
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      jryan300Author
      Contributor ⭐️⭐️
      December 2, 2022

      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.  

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