This confuses some people so I was wondering if this is a bug or if it something we have misconfigured somewhere.
Any help will be appreciated!
Thanks!
Marcelo
Solved
Why is every new task created defaulting to Status: Closed?
+1I just realized that whenever I create a new task under a CTA, the template that comes up has the Status by default set to Closed
This confuses some people so I was wondering if this is a bug or if it something we have misconfigured somewhere.
Any help will be appreciated!
Thanks!
Marcelo
This confuses some people so I was wondering if this is a bug or if it something we have misconfigured somewhere.
Any help will be appreciated!
Thanks!
Marcelo
Best answer by dan_ahrens
Hi Marcelo,
I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...
Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
View originalI believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...
Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
+6Hey Marcelo,
This is configured in Administration -> Tasks
Hope this helps!
This is configured in Administration -> Tasks
Hope this helps!
1 person likes this
+1Alex,
Thanks for getting back to me on this. Do you know specifically where in Administration > Tasks? I do not see any place where I can select the default status (unlike what we have in the CTA config section).
Thanks for getting back to me on this. Do you know specifically where in Administration > Tasks? I do not see any place where I can select the default status (unlike what we have in the CTA config section).
+6Updated my comment with a screenshot! It is at the very bottom. At first I thought you were asking about CTA statuses so I had to fix my response a bit 🙂
1 person likes this
+1Awesome Alex! Thanks a lot! Might be worth submitting a documentation enhancement for this portion. Thanks a ton! That did the trick.
+2Hi Marcelo,
I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...
Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...
Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
+1Thanks Dan. That is for the CTA but not for the Tasks. I think it is a bit confusing on the tasks side as you have the Defaults section where it states open status and then just Gainsight. Maybe even contextual help in that page might help.
+2Good catch, Marcelo. I missed that detail.
+5There's actually a separate article for configuring CTA Tasks. Since the process of configuring Cockpit has multiple steps, we created a documentation path to help walk an Admin through the end to end process.
Lila Krutel, Dir. Global Education Services
1 person likes this
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