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SuccessPlays and Tasks

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Recurring Successplay by Weeks, not just every week

You are currently unable to schedule a recurring success play to occur every 2, 3 or 4 weeks and are limited to it only being able to repeat every 1 week. This limits scenarios where it would be required to run a success play on a biweekly basis. ...
Kathleen Berryman about 2 months ago in SuccessPlays and Tasks 1 Collecting Feedback

Business Hours/Weeks in Tasks

Currently when you set a task on a SuccessPlay to be due in 1 day, if you were to run that play on a Friday, it would set the task due date to be Saturday. I would like the ability to set "business hours" to tasks - instead of making that task due...
Colleen Grande about 1 month ago in SuccessPlays and Tasks 1 Collecting Feedback

Move Tasks in Bulk

I have a notoriously long task list each day, and I don't like letting them fall into overdues. So every day when I am finished with work, I manually move out each of my tasks to the next work day. This is something I have been doing for years, an...
Guest 2 months ago in SuccessPlays and Tasks 4 Collecting Feedback

Success Plan Task Dependencies

Success Plans in Totango require tasks that require completion to deliver success. MS project allows task dependencies. Totango does not. Does this capability exist?
Guest about 2 months ago in SuccessPlays and Tasks 0 Collecting Feedback

Allow SuccessPlays/Campaigns to be triggered on attribute change

We'd like the ability to trigger SuccessPlays and Campaigns based on an attribute's value being updated to any new value. One supporting use-case here would be creating SuccessPlays for when a CSM transitions an account to another CSM. If we could...
Hayden Cederstrom 7 months ago in Campaigns / SuccessPlays and Tasks 0 Collecting Feedback

Tasks | Due Dates to Respect Working Days

y CSMs only work Mon - Fri and for a particular team, they can have anywhere from 10-30 tasks launched per day from SuccessPlays. I don't see a way to set working hours in Totango, so tasks get launched over the weekends and during their PTO which...
Guest 9 months ago in SuccessPlays and Tasks 0 Collecting Feedback

calculate Days between dates

It would be useful if Totango could calculate the time span between 2 dates. This specific request was regarding how long a SuccessPlay took to complete. I understand the file can be exported and you can add that field externally, it would be good...
Lydia Render 3 months ago in SuccessPlays and Tasks 1 Collecting Feedback

Assign all SuccessPlay tasks to same user when using team assignment

We use dynamic assignment for tasks due to our CSM pool model. However, SuccessPlays with multiple tasks go to different users. This is confusing and our workaround is to manually re-assign tasks, which takes proactive time/effort.
Shona Fenner about 2 months ago in SuccessPlays and Tasks 0 Collecting Feedback

Task Time Delay

We are requesting a feature to toggle off the up to an hour delay when completing a task before the next task shows up
Guest 19 days ago in SuccessPlays and Tasks 0 Collecting Feedback

Assign SuccessPlay to "Current User"

When manually running a SuccessPlay it would be nice to have the option to assign specific tasks to the person that is running the successplay rather than to a specific user or role on the account
Guest 3 months ago in SuccessPlays and Tasks 1 Collecting Feedback