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sarah_couch
sarah_couch
Contributor ⭐️⭐️⭐️⭐️
April 9, 2015
New Idea

Option to automatically change owner on all tasks in a playbook when the owner of a CTA is changed

  • April 9, 2015
  • 15 replies
  • 170 views
When changing the owner on a CTA which has a playbook/tasks associated with it, it would be nice to have a pop-up option asking if you'd like to change the owner on all associated tasks as well. We've found that we're frequently changing the owner on certain types of CTAs which have several tasks associated with them. Having to change the owner on the tasks as well as the CTA is not a horrible experience ... but it is taking up time. We can always change task owners as one-offs if needed.

      15 replies

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      ellenoangieslistcom
      ellenoangieslistcom
      Contributor ⭐️⭐️⭐️⭐️⭐️
      November 3, 2015
      We would greatly benefit from this.  Even if it was just a check box that the transferring user had to select (similar to the transfer all opportunities check box when you change an account owner).  
        john_donily
        john_donily
        Contributor ⭐️⭐️
        November 10, 2015
        This would be a great addition to the product and a huge help for us. 
          sidhu
          Gainsight Employee ⭐️
          sidhu
          Gainsight Employee ⭐️
          November 25, 2015
          Our target is to ship this capability in our Jan 2016 release.
            kristin_f3c469
            kristin_f3c469
            Contributor ⭐️⭐️⭐️⭐️⭐️
            January 6, 2016
            Very excited about the new functionality for handling CTA owner changes (MANAGE CTA AND TASK DUE DATES AND OWNERS).

            Can you comment on how closed tasks will be handled? Ideally they would not change ownership when the owner of the CTA is changed.

            thanks
            Kristin
              sidhu
              Gainsight Employee ⭐️
              sidhu
              Gainsight Employee ⭐️
              January 6, 2016
              Owner or due date changes will not be propagated to closed tasks.
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