reorder, and subordinate CTA Tasks where Due Date = NA

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  • Idea
  • Updated 2 months ago
I am working with a customer who has brought up a valid point regarding how CTA tasks currently order themselves. Currently, if a CTA task has a due date of NA, it is displayed above the tasks that have specified due dates. If a user had the ability to select their preference in how tasks were organized by date, and how to handle tasks where Due Date = NA, that would be ideal. Is this something that is feasible or on the roadmap?
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Dan Wiegert, Employee

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Posted 2 months ago

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Jeff Kirkpatrick, Champion

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Can you just have them change Task display order to Playbook Order instead of Due Date?  Assumedly they would add the tasks in the order in which things should be completed.
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Greg

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We had gone through the workflow outlined in this post, to make sure manually created CTAs show in the correct order as the automated tasks: https://community.gainsight.com/gainsight/topics/add-the-ability-to-manually-change-the-order-of-tas...

The downside was having the N/As listed above the ones with dates populated, so we changed it back. These tasks are all based on the previous one being completed. 
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Sai Ram Pulluri, Official Rep

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Hi All, Since this is working as expected, changing this to an idea post and pushing to Product team.

Thanks for posting
(Edited)