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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
December 5, 2017
New Idea

Timeline CTA Tasks

  • December 5, 2017
  • 6 replies
  • 139 views
This might be just me, but we're looking at transitioning our team from leaving notes about a CTA in the Comments section to creating a Timeline post.  My main concern is that we have time to close metrics on some CTAs, and when they create follow up tasks via Timeline, it attaches them to the same CTA.  So, if I don't remember to close the CTA before adding my follow up tasks, my time to close for that CTA will keep on ticking.  

I was thinking it might be good to still relate that post to the CTA, but create a new Activity CTA for the Notes/Follow up.  That would mean multiple CTAs in the Cockpit, but still only one Timeline post.

Not sure that's the best solution.  Any suggestions on how to best do this so it doesn't affect our metrics negatively?

      6 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 1, 2018
      Hey, How often this use-case happens?
      If we give an option to create a new CTA for follow-up tasks instead of adding them to the same CTA, would it work for you?
        heather_hansen
        heather_hansenAuthor
        VIP ⭐️⭐️⭐️⭐️⭐️
        February 1, 2018
        It happens frequently with our EBRs.  I think your option would definitely help streamline some.
        darkknight
        darkknight
        Expert ⭐️
        March 14, 2018
        I was just about to write a post for this same thing because we have a similar use case.  

        Can this get converted to an Idea?
        Jeff Kirkpatrick
        darkknight
        darkknight
        Expert ⭐️
        April 26, 2018
        So, we're already having issues with this in UAT and we're not even live yet.

        If changing this to create a new CTA for follow up tasks would take too long to develop - can we at least get the ability to disable the Add Tasks function?

        Many of our onboarding CTAs are time sensitive and no matter how many times we explain this, there are going to be folks that forget or get confused.   It impacts the workflow. 
        Jeff Kirkpatrick
        davebrown2242
        davebrown2242
        Helper ⭐️
        July 9, 2020

        This is exactly what I was trying to get to on here:

        https://community.gainsight.com/cs-ideas-21/convert-cta-task-to-a-to-do-cta-38527?postid=43318#post43318

        Didn’t quite catch that this was the exact issue that we are currently running into when we implemented core activity playbooks. Lets not get started with the Email Assist Email Attachment limitations. ;)

         

        Would be a great update to the CTA & Timeline interaction for the users of Gainsight.

        DB
          Chirag
          Chirag
          Helper ⭐️
          March 2, 2021

          Hi,
          I acknowledge this ask and will add it to the roadmap list. But, because of other high-priority items, I don't see it coming in the near term or mid-term.

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