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Gainsight Inc.

Manage CTA and Task Due Dates and Owners (Horizon Experience)

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

Not sure what your team is using? Click here.

 

Overview

This article explains how Gainsight enables users to simultaneously modify due dates and owners for CTAs and their associated tasks. 

Use Case: For instance, as a CSM, you are out of the office and want to postpone a task and reassign it to a team member. 

Change CTA Due Dates

You can update the CTA Due Dates in two possible methods:

From Detail View

To change CTA Due Dates:

  1. Navigate to the CTA Detail View. 
  2. Click the Due Date field and select a new date.

From the CTA Detail View, when you change the due date, the following options appear to change the due dates of tasks:

Manage1.png

  • Click Yes, to change the due dates of all the open tasks and the CTA by the given number of days.
    Note: After clicking Yes, if required, click Undo to revert the changes made to the open tasks due dates. Changes to the CTA due date remain intact.

  • Click No, to change the due dates of the CTA by the given number of days.

From List View

In the CTA List View > Due Date Column, select the required due date from the due date list. Follow the steps as explained in the From Detail View section.

Change Tasks Due Date

To change tasks due date:

  1. In the CTA Detail View, navigate to the Tasks Tab.
  2. Click the Due Date field on the task and select a new date.

The following options appear to change the due dates of tasks and CTA:

Manage2.png

  • Click Yes for Tasks & CTA to change the due dates of next open tasks and the CTA by the given number of days.
    Note: After clicking Yes for Tasks & CTA, click Undo to revert the changes made to the next open tasks and the CTA due dates.

  • Click Yes for Tasks to change the due dates of all the open tasks by the given number of days.

Change CTA Ownership 

To change CTA ownership:

  1. Navigate to the CTA Detail View.
  2. Click the Owner field. Search and select the desired owner's name.

The following options appear to change the Ownership:

Manage3.png

  • Click Yes, to reassign the CTA and tasks from the old owner to the new owner.
    Note: After clicking Yes, click Undo to revert the changes made to the ownership of the tasks.
  • Click No to reassign the task from the old owner to the new owner.

Change Task Ownership

To change Task ownership:

  1. In the CTA Detail View, navigate to the Tasks Tab.
  2. Click the Owner field on the Task. Search and select the desired owner's name.
  3. The task ownership is reassigned to the new owner.

Note: The Owner Names you find in the Owner field depends on the User Management Configurations in the Admin Page. For more information about how to manage users, refer to the Gainsight User Management article.