Syncing CTA status "In Progress" with task status

We would also like to see the CTA status changed to Work in Progress anytime a task status has been updated. I understand the need for more granular control as mentioned in the above posts but if that delays development perhaps it’s better to start with a more simple version. It is difficult for CSMs managing a large number of CTAs/Tasks to remember to set both a task status and a CTA status leading to reporting that is often not accurate.  

Whoa… on the roadmap 5 years ago and still not functional??? From a high level PM mindset (and per MS Project...the grandaddy of all task mgmt software), if a child task is in-progress then certainly the parent task is in-progress as well.  It can’t be any other way.  The logic already exists and doesn’t have to be reinvented. Please fix this bug. 

Thanks everyone for the inputs. We are aware that this has been pending for a really long time. We are addressing this as a part of our ongoing horizon efforts. Thank you!

I am curious to know where this is on the roadmap? I would also like a CTA to auto move to In Progress when a task is completed, this allows for fewer clicks for the CSM.

Is there a way to use the rules engine to do this if its not set up in the UI?

THANKS!!!

@sam_suhajda CTA improvements are on the road-map. 

This is should be possible with Rules. 

@sam_suhajda While I can’t point an exact release timeframe, we are actively working on revamping the entire admin experience and this will be a part of that experience.

I don’t think a CTA can be updated directly via a rule.  Our TAM helped us with an API call to update CTA assigned to the current CSM, so there are very complicated work-arounds that might be possible.  It would be ideal if the playbooks themselves could trigger different statuses based on completion.  At minimum, moving from New when at least 1 task is complete would be great.  Looks like this request is still Under Consideration, but would appreciate any updates to the expected release.

@angela_domenichelli Can you please expand on the playbook triggering different statuses? Can you please provide an example to elaborate that? Curious.

Here is a possible example, with the status that the CTA would change to automatically when a task is complete in parenthesis.  

Task 1: Review resources (Initial Review)

Task 2: Email client o schedule call (Initial Outreach)

Task 3: Hold call with client (Call Complete)

Task 4: Review current status (Final review)

Task 5: Follow-up template (Closed - Complete)

Please note, we are not using all of these statuses today because it is too cumbersome for the CSM to even update the status once, but this would give us a far more accurate picture of the progress a CSM is making on a CTA and help the CSM group their work by the actual next steps instead of broad buckets like “In Progress”.

@angela_domenichelli Thank you for the detailed example. This is a very interesting use case. We will evaluate this. Thanks again!