Adjustable Task Due Dates on CTAs
CS Cockpit & Playbooks
I've spoken with a couple customers over the last week who would like some flexibility in task due dates in Cockpit. Specifically, a painpoint called out that when CSMs need to adjust timing for a CTA + Playbook, they need to adjust all the associated task due dates. They'd like a way to have task due dates in a playbook 'reset' if one of the prior playbook tasks is pushed out. Happy to provide more context on that if it's helpful.
I've also heard a request for tasks that have no due dates at all (more just a checklist of items that need to be completed, by the time the CTA is closed). But they don't want to see those tasks as overdue in Cockpit (just the overall CTA).
I've also heard a request for tasks that have no due dates at all (more just a checklist of items that need to be completed, by the time the CTA is closed). But they don't want to see those tasks as overdue in Cockpit (just the overall CTA).
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So when you are changing the due date of a CTA or a task, you should get a pop-up that asks "Adjust all tasks within CTA?" with a Reason field and they can answer yes or no and provide a brief reason for the change.