New Idea
Adjust CTA Status Based on Playbook Progress
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.