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Add Due Date to Mass Edit for CTAs and Tasks

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nicole_gemmer
Add the ability to change due dates for CTAs and tasks to the mass edit functionality.  This will allow us to adjust dates as we make changes to our process flow.

    22 replies

    sara_hoeffler
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    • sara_hoeffler
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 58 replies
    • September 11, 2015
    Yes, definitely.  I'd also like to be able to reassign CTAs from one account to another.  
    gaurav_kotak
    1 person likes this
    • gaurav_kotak
      gaurav_kotak
    matthew_lind
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    • matthew_lind
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • 651 replies
    • October 27, 2015
    This reply was created from a merged topic originally titled Allow bulk change of CTA due date.

    Allow bulk change of CTA due date

    We run into this when planned releases or announcements shift at the last minute. For example, if we have planned a product release for August 15 which rides on CTA activity, and then at the last moment we shift the release to August 20. There is no way to update all of impacted CTAs in bulk, and all CTAs (and tasks, for that matter) must be individually and manually updated.

    The bulk update for other fields within a CTA is excellent. Having one for the due date, which reflects reality when it comes to releases or announcements, would be excellent.
    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    cinco_coates
    devin_stevens
    melissa_principe
    5 people like this
    • cinco_coates
      cinco_coates
    • devin_stevens
      devin_stevens
    • melissa_principe
      melissa_principe
    • dstokowski
      dstokowski
    • sidhu
      sidhu
    trevor_shand
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    • trevor_shand
    • Helper ⭐️
    • 42 replies
    • March 9, 2017
    Any update on this? I need this!
    nitisha_rathi
    Hi Trevor,

    Mostly, this will be available in winter release. Can you please share with me use-cases for which you need to update due dates en masse and how often would you update them.

    Thanks,
    Nitisha
    cinco_coates
    • cinco_coates
    • Contributor ⭐️⭐️⭐️
    • 14 replies
    • September 27, 2017
    Similar to Matthew's use case, we use the Rule Engine to create CTAs across our team. Sometimes those have aggressive due dates that need adjusting based on new priorities, project adjustments, etc. As our folks plan their days out by CTA due date, it'd be great to be able to mass update the due date of those CTAs and push it out so that it doesn't clutter their "need to dos" for the day. 
    jeffrey_coleman
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    Still on for Winter? I'm about to manually adjust 31 task due dates because a CSM is on vacation and we don't want this to impact her bonus calculations (that's my use case!)
    cameron_wright
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    • cameron_wright
    • Gainsight Employee ⭐️⭐️
    • 78 replies
    • January 29, 2018
    Hey Team,
    Just wondering on if this is still planned for the Winter release coming up?
    Cameron Wright - Sr. Enterprise Support Analyst
    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • February 6, 2018
    Hai Cameron, sorry, we have not taken this for winter release,will update here once we consider this. Thanks for posting.
    anna_whitehouse
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    • anna_whitehouse
    • Contributor ⭐️⭐️⭐️
    • 18 replies
    • May 21, 2018
    Any ETA for the release?

    Use case: a CSM is transitioning her portfolio and needs to push all CTAs back a month to allow time for the new CSM to be trained. 
    nick_morris
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    2 people like this
    • nick_morris
      nick_morris
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      hillaryharnett
    nick_morris
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    • nick_morris
    • Gainsight Employee ⭐️
    • 5 replies
    • June 13, 2018
    Hi Sai-
    Wondering if there is an update on this? Is this on the roadmap for an upcoming release?
    sagan_sherlin
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    • sagan_sherlin
    • Helper ⭐️⭐️
    • 280 replies
    • September 4, 2018
    +1 Any ETA Updates?  We have automated CTA's and a new update was requested that would require the dates for the few hundred automated CTA's to have their Due Date updated.
    H
    1 person likes this
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      hillaryharnett
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    • Anonymous
    • 0 replies
    • February 27, 2020

    I also wanted to reach out on this - any updates? Looks like the last we heard was several years ago

    gunjanm
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    • gunjanm
    • Expert ⭐️
    • 523 replies
    • November 12, 2020

    Any updates on this? Would also love to have Snooze as an option! @sai_ram 

    Gunjan
    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • November 19, 2020

    @gunjanm do you mean Snooze to the mass edit?

    sriram pasupathi

    Mass edit revamp is in our mid term roadmap (H2 2021). We will consider these enhancements as a part of that. Thanks.

    A
    1 person likes this
    • A
      ana_g
    gunjanm
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    • gunjanm
    • Expert ⭐️
    • 523 replies
    • November 19, 2020

    @sai_ram yes! @sriram pasupathi any beta available would be welcomed by our team

    Gunjan
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    sriram pasupathi
    2 people like this
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      ana_g
    • sriram pasupathi
      sriram pasupathi
    sriram pasupathi

    @gunjanm We will definitely connect back when we have a beta rolling. Thanks.

    sai_ram
    1 person likes this
    • sai_ram
      sai_ram
    sarahmiracle
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    • sarahmiracle
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • 354 replies
    • September 22, 2021

    This would be huge for us. We often create CTAs in bulk via Journey Orchestrator programs for our use cases, and plans inevitably shift where we’d like to give CSMs more time to complete the CTAs. Being able to mass edit due dates would allow us to do so.

    Customer Success Systems Admin @ Amplitude, 2x Gainsight CS Ops Product Council Member
    bradley
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    • bradley
    • Expert ⭐️
    • 1128 replies
    • September 22, 2021

    maybe @Cornelia can help get us an update on where this stands, if H2 2021 is still in the cards :)

    A
    1 person likes this
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      ana_g
    Cornelia
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    • Cornelia
    • ProdOps
    • 335 replies
    • September 23, 2021

    Hey @bradley, will bump this up to get an update for you.

    sriram pasupathi

    @bradley we don’t have any visibility on the delivery date of this feature given our roadmap. I will update this post as soon as we have some clarity on the timeframe. We appreciate your patience. Thanks.

    bradley
    P
    2 people like this
    • bradley
      bradley
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      PaulMarsh
    mdowney2
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    • mdowney2
    • Contributor ⭐️⭐️⭐️
    • 15 replies
    • July 20, 2023

    Hi team, any update on this? Running into a use case for it right now and super disappointing not being able to do it.

    Michaela
    manharwalia
    jessicatang
    2 people like this
    • manharwalia
      manharwalia
    • jessicatang
      jessicatang

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