Add Due Date to Mass Edit for CTAs and Tasks

Forum|Forum|11 years ago
May 29, 2015
22 replies
341 views

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.

sara_hoeffler

Contributor ⭐️⭐️⭐️⭐️⭐️

Yes, definitely. I'd also like to be able to reassign CTAs from one account to another.

matthew_lind

VIP ⭐️⭐️⭐️⭐️⭐️

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.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

trevor_shand

Helper ⭐️

Any update on this? I need this!

nitisha_rathi

Expert ⭐️⭐️

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

cinco_coates

Contributor ⭐️⭐️⭐️

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.

jeffrey_coleman

Helper ⭐️

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!)

cameron_wright

Gainsight Employee ⭐️⭐️

Hey Team,
Just wondering on if this is still planned for the Winter release coming up?

Cameron Wright - Sr. Security Engineer

sai_ram

Expert ⭐️⭐️

Hai Cameron, sorry, we have not taken this for winter release,will update here once we consider this. Thanks for posting.

anna_whitehouse

Contributor ⭐️⭐️⭐️

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.