Option to automatically change owner on all tasks in a playbook when the owner of a CTA is changed
None
When changing the owner on a CTA which has a playbook/tasks associated with it, it would be nice to have a pop-up option asking if you'd like to change the owner on all associated tasks as well. We've found that we're frequently changing the owner on certain types of CTAs which have several tasks associated with them. Having to change the owner on the tasks as well as the CTA is not a horrible experience ... but it is taking up time. We can always change task owners as one-offs if needed.
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I would also like to have the option that when changing the owner on a CTA which has a playbook/tasks associated with it, to also change the owner on all associated tasks as well. This is faster for one-off changes to the AM.
As we get further into our deployment of Gainsight, and have more CTAs, the need for quick reassignment of the CTA and associated tasks is becoming more important. It can be quite time consuming to individually reassign the CTA and tasks when there is a new or changed AM. We use the mass edit tool (it has some limitations) but also need to quickly do one-off changes.
Can you comment on how closed tasks will be handled? Ideally they would not change ownership when the owner of the CTA is changed.
thanks
Kristin