Skip to main content
nicole_gemmer
nicole_gemmer
Contributor ⭐️⭐️
May 29, 2015
New Idea

Add Due Date to Mass Edit for CTAs and Tasks

Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make changes to our process flow.

      22 replies

      sara_hoeffler
      sara_hoeffler
      Contributor ⭐️⭐️⭐️⭐️⭐️
      September 11, 2015
      Yes, definitely.  I'd also like to be able to reassign CTAs from one account to another.  
      Translate
        matthew_lind
        matthew_lind
        VIP ⭐️⭐️⭐️⭐️⭐️
        October 27, 2015
        This reply was created from a merged topic originally titled Allow bulk change of CTA due date.

        Allow bulk change of CTA due date

        We run into this when planned releases or announcements shift at the last minute. For example, if we have planned a product release for August 15 which rides on CTA activity, and then at the last moment we shift the release to August 20. There is no way to update all of impacted CTAs in bulk, and all CTAs (and tasks, for that matter) must be individually and manually updated.

        The bulk update for other fields within a CTA is excellent. Having one for the due date, which reflects reality when it comes to releases or announcements, would be excellent.
        Translate
        Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
          trevor_shand
          trevor_shand
          Helper ⭐️
          March 9, 2017
          Any update on this? I need this!
          Translate
          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          July 14, 2017
          Hi Trevor,

          Mostly, this will be available in winter release. Can you please share with me use-cases for which you need to update due dates en masse and how often would you update them.

          Thanks,
          Nitisha
          Translate
          cinco_coates
          cinco_coates
          Contributor ⭐️⭐️⭐️
          September 27, 2017
          Similar to Matthew's use case, we use the Rule Engine to create CTAs across our team. Sometimes those have aggressive due dates that need adjusting based on new priorities, project adjustments, etc. As our folks plan their days out by CTA due date, it'd be great to be able to mass update the due date of those CTAs and push it out so that it doesn't clutter their "need to dos" for the day. 
          Translate
          jeffrey_coleman
          jeffrey_coleman
          Helper ⭐️
          January 11, 2018
          Still on for Winter? I'm about to manually adjust 31 task due dates because a CSM is on vacation and we don't want this to impact her bonus calculations (that's my use case!)
          Translate
          cameron_wright
          cameron_wright
          Gainsight Employee ⭐️⭐️
          January 29, 2018
          Hey Team,
          Just wondering on if this is still planned for the Winter release coming up?
          Translate
          Cameron Wright - Sr. Security Engineer
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          February 6, 2018
          Hai Cameron, sorry, we have not taken this for winter release,will update here once we consider this. Thanks for posting.
          Translate
          anna_whitehouse
          anna_whitehouse
          Contributor ⭐️⭐️⭐️
          May 21, 2018
          Any ETA for the release?

          Use case: a CSM is transitioning her portfolio and needs to push all CTAs back a month to allow time for the new CSM to be trained. 
          Translate
            nick_morris
            nick_morris
            Contributor ⭐️⭐️
            June 13, 2018
            Hi Sai-
            Wondering if there is an update on this? Is this on the roadmap for an upcoming release?
            Translate
            Show more replies
            Terms & ConditionsAccessibility statement