Close CTA when all tasks are closed out

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.

Resurfacing 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

Hi @mpatra could you pl share the latest with this idea?

Building on @aparimala’s comment, I could also see it being beneficial to have the ability to map out the status the CTA is auto-closed to based on predetermined criteria to accommodate the folks who use custom statuses.

(Bonus points if it also granted the ability to automatically update multi-task CTAs to ‘Work In Progress’ after one or more of the tasks were marked as complete!)

Adding on to this very old request.  Our team would find it very beneficial, as well as time saving, to have the CTA auto close when all tasks care complete.

Bumping this one up. I see too many CTAs that have not been closed by CSMs, even though all tasks are closed. @anirbandutta @sriram pasupathi 

Hi Team,

We have added this to our roadmap and will be working on this. I will keep this thread updated the release plan as and when we come up with that.

Thanks,

Monica