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marcelo
marcelo
Helper ⭐️
August 15, 2017
Solved

Why is every new task created defaulting to Status: Closed?

  • August 15, 2017
  • 8 replies
  • 155 views
I just realized that whenever I create a new task under a CTA, the template that comes up has the Status by default set to Closed



This confuses some people so I was wondering if this is a bug or if it something we have misconfigured somewhere.

Any help will be appreciated!

Thanks!

Marcelo
    Best answer by dan_ahrens
    Hi Marcelo,

    I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...

    Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.

    8 replies

    alex_legay
    alex_legay
    Helper ⭐️⭐️⭐️
    August 15, 2017
    Hey Marcelo,

    This is configured in Administration -> Tasks


    Hope this helps!
      marcelo
      marceloAuthor
      Helper ⭐️
      August 15, 2017
      Alex,

      Thanks for getting back to me on this. Do you know specifically where in Administration > Tasks? I do not see any place where I can select the default status (unlike what we have in the CTA config section).
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      August 15, 2017
      Updated my comment with a screenshot! It is at the very bottom. At first I thought you were asking about CTA statuses so I had to fix my response a bit 🙂
        marcelo
        marceloAuthor
        Helper ⭐️
        August 15, 2017
        Awesome Alex! Thanks a lot! Might be worth submitting a documentation enhancement for this portion. Thanks a ton! That did the trick.
        dan_ahrens
        dan_ahrensAnswer
        Expert ⭐️⭐️⭐️
        August 15, 2017
        Hi Marcelo,

        I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...

        Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
        VP of Customer Success at Forcepoint
        marcelo
        marceloAuthor
        Helper ⭐️
        August 15, 2017
        Thanks Dan. That is for the CTA but not for the Tasks. I think it is a bit confusing on the tasks side as you have the Defaults section where it states open status and then just Gainsight. Maybe even contextual help in that page might help.
          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          August 15, 2017
          Good catch, Marcelo. I missed that detail. 
          VP of Customer Success at Forcepoint
          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          January 9, 2018
          There's actually a separate article for configuring CTA Tasks. Since the process of configuring Cockpit has multiple steps, we created a documentation path to help walk an Admin through the end to end process. 
          Lila Krutel, Dir. Global Education Services
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