When moving a CTA due date up ahead of some tasks in the playbook, Cockpit results in an error - that the CTA can't be due ahead of task due dates. Makes sense, but the solution is for the CSM to update the task due dates manually.
Idea: can we automatically update task due dates when cta due dates are pushed up or back in time?
New Idea
Ability to update task due dates when moving CTA due date up
+13Yes! Please! We have a rule that runs that automatically adds a Success Plan template with dates already specified at certain places in the contract time-wise. There are instances, however, where the CSM has had to add the plan manually, and when they do, it's super confusing for them to have to change the dates to get the right dates for those events. Happy to provide more details if anyone is interested.
Hi,
Thanks for the post. We will check the dependencies in enabling this feature and get back to you.
Thanks,
Nitisha
Thanks for the post. We will check the dependencies in enabling this feature and get back to you.
Thanks,
Nitisha
+1Hi All,
Currently we have Option of Cascading CTA/Task Due date, with this option Task Due date gets updated Up or Down whenever CTA Due date is moved Up or Down.
Hope this solves the Use Case.
Regards,
Hitesh
Currently we have Option of Cascading CTA/Task Due date, with this option Task Due date gets updated Up or Down whenever CTA Due date is moved Up or Down.
Hope this solves the Use Case.
Regards,
Hitesh
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.