Skip to main content
steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
May 23, 2016
Discovery

Close CTA when all tasks are closed out

Related products:CS Cockpit & Playbooks
  • May 23, 2016
  • 38 replies
  • 842 views
Customer is using a custom status for Closed CTA's (Completed = ClosedWon). When a CSM closes all of the tasks for the CTA, they expect the CTA to close out automatically. Feature request for option to close out CTA when all the tasks are completed. 

    38 replies

    Show previous replies
    jkwok
    Contributor ⭐️
    August 19, 2019
    As a CSM when I am working on my tasks, I review my notes from the Timeline when working on my follow up tasks. I check off my tasks from Timeline.

    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.

      jessica_owens
      jessica_owens
      Helper ⭐️
      March 10, 2020

      This 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.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        April 8, 2020

        @All, we have added this to our product backlog, I will update you all here once we consider this for release. 

          jochle
          Contributor ⭐️⭐️⭐️⭐️⭐️
          November 4, 2020

          We are in full support of having the CTAs close when tasks are completed.

          sriram pasupathi
          sriram pasupathi
          Helper ⭐️⭐️
          November 20, 2020

          Thanks for all the feedback. We will consider this in our medium term roadmap.

            ana_g
            Helper ⭐️
            November 22, 2020

            +1 This has been a pain point shared by our users. Would be great if when ALL tasks completed, the CTA is closed. 

            Anastassia Goidina
              gunjanm
              gunjanm
              Expert ⭐️
              March 11, 2021

              Bringing 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?”

                
              End Proctoring-
               
              Gunjan
                sriram pasupathi
                sriram pasupathi
                Helper ⭐️⭐️
                June 3, 2021

                @gunjanm We are thinking of solving this as a setting in our admin revamp (planned for Q3 release). Thank you.

                  jhawkins
                  Contributor ⭐️
                  September 27, 2021

                  @sriram pasupathi do we have any update on this one? My team would love this update!

                  sriram pasupathi
                  sriram pasupathi
                  Helper ⭐️⭐️
                  September 30, 2021

                  @jhawkins we haven’t picked this up yet. But, this is definitely something we will build. Thanks.

                  Show more replies
                  Terms & ConditionsAccessibility statement