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.
New Idea
Ability to reorder tasks in CTAs
+1
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.
+2Our 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.
+2We 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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