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Gainsight Inc.

Manage CTA and Task Due Dates and Owners

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

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Manage CTA and Task Due Dates

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

Change CTA Due Dates

When you change a CTA’s due date, a message briefly displays with options to update the open task's due dates per the CTA due date.

To change the Due Date of a CTA:

  1. Navigate to the CTA Detail view.
  2. Click the calendar icon and select a new date.

DueDate change.gif

From the CTA detail view, if you change the CTA due date, following options appear to change the due dates of tasks:

2.CTA due date.png

  • Yes, for all playbook tasks: If you select this option, it will change the due dates of all the Playbook tasks.
  • Yes, for all tasks: If you select this option, it will change the due date of all the tasks.
  • No: If you select this option, it will change only CTA due date. CTA due date cannot be less than any of its Task due dates.

When you select the option Yes, for all tasks or No, due dates of the respective tasks are adjusted with the same number of days of change in the CTA’s due date.
In addition, you can undo your changes using the UNDO link that appears in the bottom left corner, immediately after you make the change.

3.for all tasks.png

Change Task Due Date

To change the Due date of a Task:

  1. Navigate to the task Detail view.
  2. Click the calendar icon and select a new date.

4.Change Task Due Date.gif

When you change a Task’s due date, a message briefly displays with options to update the due dates of open tasks and CTA per the current Task due date.

5.CTA per the current Task.png

From the task detail view, if you change the due date of any task, following options appear to change the due dates of other open tasks and CTA:

  • Yes, for all tasks and CTA: If you select this option, it will change the due dates of the CTA and any other open tasks with the same number of days of change in the current task due date.
  • Yes, for all tasks: If you select this option, it will only change the due dates of all open tasks with the same number of days of change in the current task due date.
  • No: If you select this option, it will change the current task due date only.

When you select the option Yes, for all tasks or No, CTA due date automatically changes to the date, latest of its task due dates.
In addition, you can undo your changes using the UNDO link that appears in the bottom left corner, immediately after you make the change.

6.UNDO link.png

Change CTA and Task Ownership

To change the owner of a CTA or task:

  1. Navigate to the CTA Detail view.
  2. Click the owner name and enter the new name.

7.change the owner of a CTA.gif

If you change the owner of a CTA, you can now assign all of the associated tasks to the new owner of that CTA, or for all tasks owned by the previous owner.

  • Yes, for all tasks owned by Old CTA owner: If clicked, all tasks assigned to the old owner are assigned to the new owner.
  • Yes, for all tasks: All tasks for that CTA are re-assigned to the new owner.
  • No: No change.

Note: if you change the owner of a task, you won’t see options to change the CTA owner.

8.change the CTA owner.png

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