Behavior when Adding Tasks to Closed CTAs

  • 4
  • Idea
  • Updated 6 months ago
  • Under Consideration
Currently, you can add a task to closed CTA in cockpit, but it does not reopen the CTA or give any option to. 

I expect that the behavior is it prompts asking you want to reopen the CTA (similar to how there is prompt when you close a CTA and it makes sure you want to close all tasks) OR it blocks you from doing and forces the user to reopen the CTA first. 

Otherwise, someone could add a task, forget to reopen, and the task doesn't get worked.
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Joseph Siudzinski, Employee

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Posted 12 months ago

  • 4
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Nitisha Rathi, Employee

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Agree, I will add this to the roadmap.

Thanks,
Nitisha
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Heather Hansen, Champion

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This is my challenge that I highlighted in this post:
https://community.gainsight.com/gainsight/topics/timeline-cta-tasks

I can add the follow up tasks to a Closed CTA, but then, they don't show up in my cockpit for me to work because the CTA is Closed.

Any updates on this one?
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Manmeet Dosanjh, Champion

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+1 for this feature request. Will just add more flexibility to Timeline and make it simple for CSMs as well.