CTA Due Date should reflect due date of next open Task in Playbook

Forum|Forum|11 years ago
April 30, 2015
17 replies
169 views

For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series. It would be helpful if the CTA Due Date could reflect the next Task due in the series of Tasks.

If Cockpit is sorted by Due Date, end-users can essentially now see their list of Tasks in chronological order vs having to expand the Tasks and filter through them to see which ones are coming due.

kristin_f3c469

Contributor ⭐️⭐️⭐️⭐️⭐️

We totally need this functionality - an option for the due date of the CTA to dynamically change and reflect the due date of the next open task. Our AMs are very task driven, so they need the CTAs sorted based on the tasks within them. It' too late to wait for a CTA to be "trending overdue" to know there is a task hidden inside a CTA that is due.

heather_ayer

Contributor ⭐️⭐️

Our team would love the functionality as well. Our AMs have multiple tasks to complete when implementing a new account and we currently have them rolled into one CTA with the due date 90 days out from when it is triggered. Ideally we would like to be able to see the date in which the next item needs to be done.

darkknight

Expert ⭐️

I would say this should be an option that the Gainsight Admin can set, but not the standard.

Jeff Kirkpatrick

sidhu

Gainsight Employee ⭐️

Thanks for the product idea. We have received multiple ideas related to task and CTA due dates. We will focus on all task due date related requests in the near feature.

I will update again as we start making progress.

kayla_cherland

Contributor ⭐️

This functionality would help save me and my team tons of time. Right now, we have to open each CTA to expose the tasks and skim through due dates to find tasks that have come due. This takes time and I risk missing something and a task could fall through the cracks.

elaine_cleary

Helper ⭐️⭐️

I agree with everyone's comments. Kayla, Since you mentioned "skimming through due dates" (which I know can be a pain) I wanted to make sure that you knew there's an option under [Administration --> Cockpit Configuration] for the "Task display order". You can choose "Playbook Order" or the "Due Date". This may be an option to consider - so that tasks are displayed in order of due date.

seth

Expert ⭐️

I've addressed this (slightly) by creating a report based on Tasks:

Then I added it to the "My Customers" layout. But of course it doesn't provide the interactivity of Cockpit, so it's really a hack/band-aid.

I'd love for my CSMs to be able to find the most egregiously overdue Task, but still have the CTA due date display based on when the whole set of Tasks is supposed to be done. Maybe the CTA should show two (sortable & groupable) dates in the Cockpit: Next Task Due and CTA Due

AI Transformation @ Gainsight