Add Due Date to Mass Edit for CTAs and Tasks
None
Add the ability to change due dates for CTAs and tasks to the mass edit functionality. This will allow us to adjust dates as we make changes to our process flow.
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Allow bulk change of CTA due date
We run into this when planned releases or announcements shift at the last minute. For example, if we have planned a product release for August 15 which rides on CTA activity, and then at the last moment we shift the release to August 20. There is no way to update all of impacted CTAs in bulk, and all CTAs (and tasks, for that matter) must be individually and manually updated.
The bulk update for other fields within a CTA is excellent. Having one for the due date, which reflects reality when it comes to releases or announcements, would be excellent.
Mostly, this will be available in winter release. Can you please share with me use-cases for which you need to update due dates en masse and how often would you update them.
Thanks,
Nitisha
Just wondering on if this is still planned for the Winter release coming up?
Use case: a CSM is transitioning her portfolio and needs to push all CTAs back a month to allow time for the new CSM to be trained.
Wondering if there is an update on this? Is this on the roadmap for an upcoming release?
I also wanted to reach out on this - any updates? Looks like the last we heard was several years ago
Any updates on this? Would also love to have Snooze as an option!@sai_ram
Mass edit revamp is in our mid term roadmap (H2 2021). We will consider these enhancements as a part of that. Thanks.
This would be huge for us. We often create CTAs in bulk via Journey Orchestrator programs for our use cases, and plans inevitably shift where we’d like to give CSMs more time to complete the CTAs. Being able to mass edit due dates would allow us to do so.
maybe@Cornelia can help get us an update on where this stands, if H2 2021 is still in the cards :)
Hey@bradley , will bump this up to get an update for you.
Hi team, any update on this? Running into a use case for it right now and super disappointing not being able to do it.