Auto Closing CTA's doesn't complete the overall CTA, just all the tasks
None
I have an auto complete of tasks set up, but I noticed that it completed the tasks, but it doesn't check off the overall CTA as complete. If I report on open CTA's then these will pull into those reports even though they shouldn't be considered open.
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We have this in our roadmap, but as of now don't have an ETA,
Few Questions:
1) Would giving a pop-up when all the Tasks are closed out work (like we show when we do cascading)
2) Or having a configuration in the Admin section work?
Similar post: https://community.gainsight.com/gainsight/topics/close-cta-when-all-tasks-are-closed-out
Regards,
Hitesh
Adding to Hitesh's comments - Initially, this was the behavior in Cockpit but we got customer requests where they did not want to auto-close CTAs after all tasks are closed as they wanted CSMs to take few action/ update fields etc. before closing the CTA.
But to solve your use-case, we plan to give a very quick and easy way to close the CTA once all tasks are closed very soon. I will keep you updated about the ETA.
Thanks,
Nitisha