Close CTA when all tasks are closed out

This was the behaviour initially and then based on popular demand we changed to keeping the CTA open even after all the tasks are closed. I will be monitoring to see the demand on this.

I'm confused, isn't the issue when all tasks are CLOSED then the expected behavior is the CTA will CLOSE? I know this is a big request of our teams.

Did you really mean to state that keeping the CTA open when tasks are open? That's expected...

Originally I hastily posted here agreeing that the CTA should auto-close once all tasks are closed BUT then I remembered a previous issue I submitted:  https://community.gainsight.com/gainsight/topics/cockpit-task-not-closing-when-alternate-closure-sta...

We 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.

Thanks for notifying about the typo. I am correcting it now.

We are using CTAs to track new customer onboarding. I'm getting feedback from the team that it's double work to have to close out the final task AND close out the CTA. They close out the task thinking they are done, but when I share the report, their CTA still shows open. Is there a way to make this work so that when all the tasks are completed that the CTA gets closed out?

We also use CTAs for onboarding steps.

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)? 🙂

I also wanted to comment and mention that our CSMs would prefer the CTA being closed out when all Tasks are completed. Would speed up their workflow and they wouldn't have to worry about going back and making sure they also closed the CTA. Noticing a lot of overdue CTAs even though all Tasks are completed. 

Similarly, our CS team is really disliking having to close out the high-level CTA even though all the tasks have been checked. It makes adoption of a feature they don't like or find intuitive even more difficult.

I also understand that there are people in both camps (i.e. those who want the high-level CTA to close automatically and those who don't). Would be great if the admin could just set this as a preference/setting, like a toggle.

Choice is good.  Perhaps make it an option in the playbook.