I’ve received this sort of feedback at numerous companies now. It would be great if we could configure playbooks to automatically progress a CTA. For example, we are working through a Termination playbook at the moment and it is crucial to be able to report on where it is at. It is not a 1:1 Task:Status ratio, but it’s close. It would be good if we could set it so that when Task B is complete, move Status to X, without any touch of Rules or anything like that.
New Idea
Adjust CTA Status Based on Playbook Progress
+13
+4
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