Close CTA when all tasks are closed out
+1
Did you really mean to state that keeping the CTA open when tasks are open? That's expected...
+4We eventually want to have Task statuses that are more granular than Open/Closed so we can tell if there are certain tasks that are not able to be successfull completed.
This may require that the CTA remain open, and an extra step for the CSM to close the CTA as a Risk (if they had to close a Task as Closed Incomplete, for example.) Unless the logic can be smart enough to say, if all Tasks were Closed Complete, auto-close CTA as Closed Success. If any Tasks were Closed Incomplete, auto-close CTA as Closed Risk.
But that might be a little tricky.
+1
Can we simply have a toggle when creating CTAs that will either:
a) Keep the CTA open after all tasks are completed
or
b) automatically close out the CTA when all sub-tasks are completed?
Seems there is an appetite for both from your customers. Why not just give us the option to select which one we want (and maybe have that setting flexible on a CTA by CTA basis)? 🙂
It is not user friendly and time consuming to have to then click on Detail, then Cockpit, then check off the Activity and hit refresh to close the CTA. Depending on internet speed - 4 additional clicks just to close a CTA is an unneccessary wasted time. Implementing this would automate my workflow and eliminate unneccessary busy work.
+3This is a challenge for our team as well - extra work/clicks to close the final task of a playbook and then close out the CTA. I wish there was a way to enable this in our instance if it’s relevant for us or and not enable it in other instances where it’s not relevant.
+1@All, we have added this to our product backlog, I will update you all here once we consider this for release.
Thanks for all the feedback. We will consider this in our medium term roadmap.
+1 This has been a pain point shared by our users. Would be great if when ALL tasks completed, the CTA is closed.
+13Bringing this back...perhaps even just a reminder or pop up saying something like “since all tasks are closed out, would you like to close the CTA?”
Is there any update on this? We are in the pilot phase and this is a pain point for our CSMs - having to manually close the CTA when all tasks are marked complete.
We need this as well. It’s extra clicks for the team to have to close the CTA when all tasks have been completed, and is one of our biggest “annoyances” with our new Gainsight rollout.
+1
This will be a huge time saver for us as well.
+10Resurfacing this for awareness. With over 50 CSM users actively using CTAs, I very, very frequently see CSMs with open CTAs that have all tasks complete. This creates CTA bloat in their cockpits and makes them very confused. Please reduce number of clicks for our CSMs and set the CTA status to the default close status when all tasks are complete.
This should be a configurable default settings. Something where admins can choose which CTA types or reasons can get auto closed. We have scenarios where we want to close them automatically and scenarios where we want CSMs to exclusively call out the close status - success/lost/invalid
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