Why is every new task created defaulting to Status: Closed?

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  • Updated 9 months ago
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I just realized that whenever I create a new task under a CTA, the template that comes up has the Status by default set to Closed


This confuses some people so I was wondering if this is a bug or if it something we have misconfigured somewhere.

Any help will be appreciated!

Thanks!

Marcelo
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Marcelo, Champion

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Posted 1 year ago

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Alex LeGay, Employee

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Hey Marcelo,

This is configured in Administration -> Tasks
Hope this helps!
(Edited)
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Marcelo, Champion

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Alex,

Thanks for getting back to me on this. Do you know specifically where in Administration > Tasks? I do not see any place where I can select the default status (unlike what we have in the CTA config section).
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Alex LeGay, Employee

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Updated my comment with a screenshot! It is at the very bottom. At first I thought you were asking about CTA statuses so I had to fix my response a bit :)
(Edited)
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Marcelo, Champion

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Awesome Alex! Thanks a lot! Might be worth submitting a documentation enhancement for this portion. Thanks a ton! That did the trick.
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Dan Ahrens, Official Rep

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Hi Marcelo,

I believe this documentation page has the info you need: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Int...

Default Open Status: This option is available in the CTA status section. When adding a new CTA in the Cockpit, this will be the default.
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Marcelo, Champion

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Thanks Dan. That is for the CTA but not for the Tasks. I think it is a bit confusing on the tasks side as you have the Defaults section where it states open status and then just Gainsight. Maybe even contextual help in that page might help.
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Dan Ahrens, Official Rep

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Good catch, Marcelo. I missed that detail. 
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Lila Meyer, Official Rep

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There's actually a separate article for configuring CTA Tasks. Since the process of configuring Cockpit has multiple steps, we created a documentation path to help walk an Admin through the end to end process.