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markglenwalker
Helper ⭐️
April 16, 2024
New Idea

Create a setting: Auto re-assign tasks when re-assigning CTA (remove pop-up)

Related products:CS Cockpit & Playbooks
  • April 16, 2024
  • 3 replies
  • 63 views

We have use cases when end users reassign CTAs (not mass-edit use cases).

When re-assigning CTAs, end-users report that it is cumbersome to always click “yes” on the pop-up question to reassign the tasks owned by the CTA owner.

Idea: Create a setting that we can enable that will automatically reassign the tasks (avoiding the need for the pop-up).

I understand some companies may have use cases where there are different task owners on the same CTA. For this reason, proposing a setting that we can enable that will do the task reassignment automatically.

We’ve never had a scenario when the tasks didn’t also need to be assigned to the CTA owner.

3 replies

markglenwalker
Helper ⭐️
April 17, 2024

This is the reply I received from Gainsight Support:

“It is an expected behavior, that the External Attendees will be cleared out when the Company/Relationship is changed. The reason is that under the current system, we can only include External Attendees who are affiliated with a Company/Relationship selected either within the Primary Context or with the Company/Relationship associated with the specific activity.”

markglenwalker
Helper ⭐️
April 17, 2024

Ignore my previous reply. It was meant for another topic.

Stuart
Helper ⭐️⭐️
April 18, 2024

This would be a good QoL enhancement for admins and end users alike.  We have scenarios where CSMs need to reassign CTAs, and often (especially for CSMs newer to Gainsight) the pop-up in the bottom left is missed, which means the CTA is moved, but they remain the owner of the tasks.  The ability to have a global setting to automatically change task owners when the CTA is reassigned would be nice.  Gets my upvote.