When team members complete an ad hoc task, they have the option to include post completion options from the Mark Task as Complete window. Additional options are available when configuring tasks that are created from a SuccessPlay.

SuccessPlay options for task post completion actions

Require a mandatory touchpoint

Require the assignee to enter a follow up touchpoint where appropriate. As an example, when a QBR task is complete, require the task assignee to file a detailed touchpoint detailing the discussions points as part of the QBR meeting.

Add a manual update request

Choose attributes that the assignee should update on task completion, optionally making this update mandatory (if no current value exists).

For example, when an escalation task is closed, prevent the assignee from closing the task until "CSM sentiment" is updated, if no "CSM sentiment" value exists. If a value for "CSM sentiment" currently exists, the task can be closed without an update action by the assignee but should be reviewed.

Only attributes marked as editable in Settings > Data Modeler page appear in the attributes dropdown. Task assignees must have the "Update account permission" for their account role or team role to update mandatory attributes on the account.

As a task assignee may optionally update other attributes during post completion, regardless of the updates requested in the SuccessPlay configuration.

Add an automatic update

Define the attributes to update as soon as the task assignee marks as complete. For example, when a task is completed during the onboarding kick off, Totango can automatically update the onboarding status to the next stage in the lifecycle.