Reassigning Tasks

Planned

Brittany Reichwald

• September 24, 2019 22:14

Hello, 

When we switch CSM's on an account, the tasks do not change to be assigned to the new CSM. This would be great to have to accurately track these tasks and ensure nothing is missed. 

4

• Official comment

  

  Vijay

  • September 22, 2021 18:10

  Ashley and others thanks for bumping this up. We will be working on this shortly. I recently commented on this ticket - https://support.totango.com/hc/en-us/community/posts/360056486112-Delete-tasks-in-bulk

  There are several bulk actions and I am planning to address all of them wholistically.

  Thanks

  Vijay

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  Product Team

  • October 04, 2019 20:33

  Today there is a full assignment process when a CSM leave that include assign all his assets and ownership of assets. IS this is what you are thinking of or you more interested of alerting mechanism.

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  Brittany Reichwald

  • October 04, 2019 20:37

  Ideally, when the customer success manager attribute is changed from CSM A to CSM B, all of the open tasks on that account would also change.

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  Armando Romo

  • July 20, 2020 18:45

  +1000

  We're experiencing some CSM team growing pains, where a lot of Customers are being handed off to newly hired CSMs. This means that bulk assigning tasks from CSM A to CSM B upon changing the assignment (not necessarily upon CSMs leaving).

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  Ashley Butler

  • September 22, 2021 17:49

  The manual process to reassign open tasks on account moves is also a pain point for our team which impacts productivity and activity tracking.

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  Matt Harmon

  • September 23, 2021 00:38

  Vijay, do you have a timeline for those changes to bulk updates taking place?

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  Vijay

  • September 23, 2021 03:53

  Matt we are starting to work on this so I don't have a timeline yet. I can report back once we start Dev since I will have a better visibility then.

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