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New Idea

Close CTA when all tasks are closed out

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Show first post

34 replies

anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • September 22, 2022

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


mmayhall
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  • Gainsight Employee ⭐️
  • 7 replies
  • September 22, 2022

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!)


  • Contributor ⭐️
  • 1 reply
  • March 16, 2023

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.


Jef Vanlaer
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  • Helper ⭐️⭐️
  • 187 replies
  • July 11, 2023

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 


mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • July 31, 2023

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


revathimenon
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  • Gainsight Community Manager
  • 592 replies
  • February 20, 2025
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

revathimenon
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  • Gainsight Community Manager
  • 592 replies
  • February 20, 2025
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 659 replies
  • February 20, 2025

Thanks a lot ​@revathimenon ! Now that we have one idea with 66 votes, could we get some PM eyes on this? 


kelly
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  • Helper ⭐️⭐️⭐️
  • 312 replies
  • April 2, 2025
sarahmiracle wrote:

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. 

This exactly. I think Horizon has exacerbated the problem because the ‘shell’ of the CTA is now completely separate from the individual tasks, whereas it was previously at least a little more obvious that the ‘parent task’/CTA was still open.
 

Now, you can only close the CTA outside of the CTA details - you should be able to close the CTA within the details, not in a separate screen. 

 

 


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