There are situations where we want a task to happen within a precise period of time after a previous task (which did not have as precise of a target) to occur.
For example, If a CSM is trying to have a meeting with a customer, the playbook may allow padding to for the CSM to align to the customer's schedule, so the task may be Assign Date + 30 Days. But once that meeting has been completed and the task is closed, we want to make sure the CSM sends a follow up email within 2 days of when the meeting took place.
Having the ability to tie the target due date of a task to it's predecessor would be very helpful and allow for both more flexibility and more control.
Playbooks: Allow for the target due date of a task to be X number of days after previous task is closed.
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Hi Jeff, if I understand your idea, we do already support this capability. The following is from the January release notes:
You can now assign a task’s due date based on another task’s due date or close date. In the following image, Task 2’s due date is Task 1’s due date + 2 days, whereas Task 1’s due date is the CTA due date - 2 days.