CTA / task status default options
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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...
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Samantha,
Your idea is very interesting. It would provide nice flexibility.
Yes this has caused issues with us as well. CSMs were not aware that if you select a closed status but then check the box, their choice is overwritten with Closed Success. How can this be addressed? I realize if you leave the box unchecked it still essentially closes the task but can be very confusing. Love the idea above that when you check the box it pulls up your statuses for choice. or if you select a close status other than closed success, when you check the box it asks if you want to override.
Yes on SFDC version.