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berin_bezmen_9a2cd6
berin_bezmen_9a2cd6
Contributor ⭐️⭐️⭐️
June 14, 2017
Question

Set scorecard based on % of tasks in CTA completed

  • June 14, 2017
  • 2 replies
  • 41 views
Is it possible to have a scorecard updated based on the number of tasks in a playbook completed. We are in the process of creating a new scorecard for those who are in onbparding stage and when a CSM is onboarding a new client they get a CTA assigned with 13 tasks. we'd like the scorecard to change to red if only X% of those 13 tasks were completed by Y date. Is that possible?

    2 replies

    berin_bezmen_9a2cd6
    berin_bezmen_9a2cd6Author
    Contributor ⭐️⭐️⭐️
    June 14, 2017
    Actually I think I found a way to do this by running a rule on the call to action object. I see there's a field for number of open and closed tasks
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      June 15, 2017
      Hi Berin,

      You can also create a formula field using open and closed task fields to calculate the CTA score.

      Thanks,
      Nitisha
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