General Settings: Task Display Order
In the Cockpit List View, you can display tasks either in their Playbook Order or Due Date.
Detail view layout configuration
Only task object fields can be displayed in the task detail. Similar to the CTA detail view, fields cannot be added to the task object.
Task field mapping configuration
In this section, map Task fields from Gainsight to Salesforce that have the same data type.
- Click + FIELD.
- Click SAVE. Some fields may be set to editable.
Once you click Save, you will receive a notification specifying that the Gainsight tasks have now been synced to the Salesforce tasks based on the new mapping.
Task Mapping and Task Status
Whether or not you sync tasks to Salesforce, you'll want to configure this section to map Gainsight fields to Salesforce fields for future use. In particular, we recommend mapping statuses from SFDC to Gainsight. Syncing brings tasks from Cockpit to the SFDC Account page.
Regarding Task Status: You might want to use Closed-Complete as the Default Closed Status for a scenario where you have closed all tasks of a CTA; whereas, you might want to have Closed-Incomplete as the Default Closed Incomplete Status for a scenario where you may not have closed all the tasks, but still want to close the CTA. You can also have more than two Closed statuses, but they need to be added through SFDC Setup > App Setup > Activities > Task Fields > Task Status Picklist Values.