When manually changing ownership on a CTA, how do you make the Tasks transfer at the same time?

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  • Updated 3 days ago
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Tim Anderson

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Posted 1 year ago

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Seth, Employee

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Hi Tim,
You should get a notification message that pops up, asking if you want to reassign the tasks.

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Dan Ahrens, Official Rep

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Hi Seth, thanks for answering this so thoroughly with an animated gif! What tool did you use to create that animation?
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Seth, Employee

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You bet! We are huuuge users of CloudApp.

To make a gif, I only hit command-shift-6, select an area of the screen and click Start. Then when I click Finish, the gif is automatically uploaded and the link to it is dropped into my clipboard.

It's also great for screenshots (which you can then annotate) and file sharing (just drag-and-drop to the menubar icon). 
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Dan Ahrens, Official Rep

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Cool, I'll check it out. Thanks for sharing!
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Tim Anderson

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Perfect, thank you Seth!
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Seth, Employee

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You bet, Tim!
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Renee C

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How do we request this as a feature to happen automatically when changing ownership of a CTA? Or at least have the pop up links stay up longer or until one has been chosen. we have to manually change ownership of lots of CTAs and I see tasks don't always make it.

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Dan Ahrens, Official Rep

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Hi Renee, if you have many CTAs to change ownership on, have you looked at our Mass Edit tool? https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/06_Mass_Edit_CTAs_and_Tasks
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Renee C

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Thanks Dan! Unfortunately, it is multiple end users that have to make the updates, not an admin.