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Contributor ⭐️
September 8, 2020
New Idea

Sync tasks to calendar

Related products:CS Cockpit & Playbooks
  • September 8, 2020
  • 14 replies
  • 462 views

It’s nice to be able to sync activity and cta’s, but it’s not really valuable as you cant sync tasks yet. I would only use this feature to be reminded of what I have to do. 

    14 replies

    jean.nairon
    Expert ⭐️
    September 8, 2020

    That’s correct. You can only sync CTAs as of now and here’s how to set it up: Cockpit Calendar Integration. This was released just a few months ago. 

    I agree, it would be great to be able to sync individual tasks as well so that CSMs can see this on their calendar too. 


    This idea might also be helpful if it becomes possible to sync tasks: 

     

    Jean
    sai_ram
    Expert ⭐️⭐️
    September 15, 2020

    @salmamohamed did you get a chance to look into the comments posted by @jean.nairon ?

     

    gunjanm
    Expert ⭐️
    September 15, 2020

    Ah I didn’t know this, and as my team gets prepared to migrate over to NXT, the CSMs are very much looking forward to the calendar integration. I’m not sure they will be happy once they learn that the tasks do not get sync’d.

    Does the CTA due date get prioritized in the calendar sync or the most imminent task due date? 

    Gunjan
    andreammelde
    Helper ⭐️⭐️
    October 28, 2020

    Our CSMs are not using the feature bc they want the tasks synced

    Andrea Carroll
    Erseburse
    Contributor ⭐️⭐️⭐️⭐️
    February 23, 2021

    Our CSMs also would like to see this feature implemented- tasks synched to calendar.. Would be major!

    andreammelde
    Helper ⭐️⭐️
    April 22, 2022

    Is this on a roadmap anywhere? would be especially helpful for any tasks CSMs make in timeline they want to do follow-ups on after a customer meeting

    Andrea Carroll
    Contributor ⭐️⭐️
    January 25, 2023

    Reviving this request @GameChangerAdmin 

    anirbandutta
    Expert ⭐️
    January 26, 2023

    Lemme try to get a response on this one

    It's an opportunity for engagement
    Wihoward
    Helper ⭐️
    June 7, 2023

    Our CSMs are requesting this as well and would be really helpful. Any updates on if it’s on the roadmap?

    Contributor ⭐️⭐️
    June 7, 2023

    @anirbandutta  Any progress on this one? It’s been a suggestion and acknowledged for years. It would be a great end-user enhancement.