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shannon
shannon
Contributor ⭐️⭐️⭐️⭐️
October 23, 2020
New Idea

Ability to reorder tasks in CTAs

Related products:CS Cockpit & Playbooks
  • October 23, 2020
  • 4 replies
  • 177 views

Could we get the ability to reorder tasks then not part of a playbook? Often there are times that additional steps maybe added in addition to prescribed playbooks. It would be great to be able to move those in position of succession so they do not get missed. Or when creating a CTA and adding task being able to rearrange once entered. 

      4 replies

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      October 26, 2020

      Hello Shannon,

      We are able to resonate with your problem. While this is not a part of the immediate road map, we will consider this in our future road map. In the mean time, if we get more upvotes, we can prioritize this for short term. Thanks.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 26, 2020

      Converted this to an idea so we can collect upvotes.

      VP of Customer Success at Forcepoint
        ltsponhour
        ltsponhour
        Contributor ⭐️⭐️⭐️⭐️
        November 14, 2023

        Our users would like to be able to organize tasks within a CTA. They often add tasks to the standard CTA playbook based on what the customer they are working with needs. The dates of those tasks often change as the customer’s availability changes, and our CSMs need to be able to rearrange the ad hoc tasks in date order.

        kcsp
        kcsp
        August 11, 2025

        We have this need as well. New tasks are added to the top by default. It would help to be able to re-order to any position. 

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