If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".

Forum|Forum|10 years ago
May 24, 2016
23 replies
226 views

If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in Progress". That shows that the CSM has engaged with the CTA to some extent.

At least having this option as a checkbox ("Change Status Based on Activity" on the Cockpit Configuration section on the admin page on Gainsight) would be great.

Discovery

sidhu

Gainsight Employee ⭐️

Thanks for the idea Allie. I also believe that this will help. I will move this idea into consideration and based on popularity, take it up.

allie_goldAuthor

Helper ⭐️

Great, thanks!!

dillon_chambers

Contributor ⭐️⭐️⭐️

Hi Sidhu - Is there any update on this one? I have a customer who would like the CTA status to auto-update to Work in Progress if a sub-Task is closed out.

sam_suhajda

Contributor ⭐️⭐️⭐️

Yes, we are curious about this too! Changing the status is an additional step that gets easily overlook in our org. If, say when one task is completed the status changes to in progress, that would alleviate a step our CSMs have to do. Any idea on if this is in the road map?

H

hitesh_sharma

Gainsight Employee ⭐️

Hi Sam,

This is in our roadmap, as of now i don't have any ETA.

Few questions regarding the same,

1) Would it be a good idea to change CTA status when Task status is changed to any Status manually(and have a pop-up message confirming same), or
2) Would it be a good idea to give configuration on which Task status to change the CTA status

Regards,
Hitesh

theresalucius

Helper ⭐️

Is there a workaround for this currently? Is it possible to create a rule that automatically marks a CTA as WIP if at least 1 of the tasks within is updated? This seems like it would be the natural behavior, so I'm surprised there isn't an alternative to manually having the CSM's change the status themselves.

Theresa Lucius

greg

Helper ⭐️

Would there be any update on this functionality? There are a couple of separate requests for this functionality that total 30 or so upvotes and each say its "on the roadmap".

theresalucius

Helper ⭐️

Hi Hitesh,

I would envision that any status updates mean that there is action being taken (or at least visibility on the CTA), meaning that it is "in progress", so would suggest as tasks are being moved from their default status, that the CTA is automatically changed to "Work in Progress".

Theresa Lucius