Reporting on Age between Tasks
We have recently implemented a Customer Journey Map that has 6 different stages, with their own respective CTAs/Tasks. We are trying to determine the age between tasks, and I'm not quite sure how to do that. I know there's the ability to report on how old a CTA is, but we wanted a more granular view of time between Tasks.
Hi Kaycee,
It sounds like you would be able to view this under the Cockpit tab. There is a calendar view and from under there if you select a CTA then you can view all of the different tasks associated with it. See screenshot attached.
Or was this something you were looking more to create a report on the timeline of the reports?
It sounds like you would be able to view this under the Cockpit tab. There is a calendar view and from under there if you select a CTA then you can view all of the different tasks associated with it. See screenshot attached.
Or was this something you were looking more to create a report on the timeline of the reports?
We were looking to create a report that could show the amount of days it took for a task to close. I know we can create a report that shows the created date and closed date of Tasks, but the Created Date is when the CTA was created. Since all the Tasks show up at once, there's a bit of excel work that has to be done outside of Gainsight to take the closure of the previous task and make that the new start date the following Task.
It would be cool if we could link Tasks together like CTAs, so that a user doesn't see all their tasks at once (or perhaps other tasks are grey'd out before the current Task is complete), but that they appear once the previous task is closed out.
It would be cool if we could link Tasks together like CTAs, so that a user doesn't see all their tasks at once (or perhaps other tasks are grey'd out before the current Task is complete), but that they appear once the previous task is closed out.
Hey Kaycee,
Sorry for the late response. Unfortunately there isn't a way to generate a report that I know of that shows when a task was created and then completed based of an individual task.
Both the idea for aging tasks as well as task linking are something that sound like great ideas to me and would be good to suggest one or both as an idea here on Community.
Sorry for the late response. Unfortunately there isn't a way to generate a report that I know of that shows when a task was created and then completed based of an individual task.
Both the idea for aging tasks as well as task linking are something that sound like great ideas to me and would be good to suggest one or both as an idea here on Community.
I think this would need to occur in the MDA. A rule could be created that looks at all CStasks and then subtracts the Created Date from the Closed Date, adds that number to an MDA field called "Task Lifetime" (or something similar), and stores that data in the MDA. That would show how many days a task was open before it was closed.
Now, displaying a task only when the previous closes is a whole different story, and i don't think GS can do that.
Now, displaying a task only when the previous closes is a whole different story, and i don't think GS can do that.
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