Update playbook task dates if CTA is rescheduled
None
The playbook tasks are all assigned due date based on an offset from the CTA date. However, if the CTA date is moved/rescheduled; the playbook task dates do not automatically update and must be manually changed. Would make more sense if the playbook tasks were adjusted when the CTA is rescheduled (or at least have that option).
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Ex: business reviews can often take longer than anticipated to schedule so if our first task to "reach out to schedule QBR" is delayed then all subsequent tasks need to be updated as well.
I see 2 different feature requests here -
1) If Task due date is modified, re-adjust remaining task's and CTA's due date.
2) If CTA due date is modified, re-adjust all task's due dates.
We will consider both and keep you all updated on the progress.
Glad you are considering this. It is related to this Idea:
Adjustable Task Due Dates on CTAs
Very critical to our AMs being able to manage their CTAs/Tasks.
thanks
Kristin