CTA / task status default options

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  • Idea
  • Updated 8 months ago
  • Under Consideration
I have a customer that would like the functionality of the default CTA status to not override the CTA when checked complete.
Example:

The status is set to Closed No Action but if I check the main box on the CTA it changes it to Completed when I would rather just have it stay as Closed no action

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Cameron Wright, Employee

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Posted 8 months ago

  • 2
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Samantha Braastad, Champion

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To add to this, I would almost prefer that when the CTA box is checked, a little pop-up with status options to select shows up with the default option on the top. However, the CSM can then click the right status if a different one is applicable. Many of our CSM's don't realize that clicking this box changes the status. 
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Dan Ahrens, Official Rep

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Hi Cameron,

You can change the default behavior for child tasks when the Parent CTA is checked as closed. Here is the info on that: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Con...

Is that what you were looking for?


Samantha, 
Your idea is very interesting. It would provide nice flexibility.