Ability to change the default due date on a task

Kristin Hallas

• January 24, 2020 22:45

Right now the default Due Date when creating a task is one week from today (or day you enter task).  Most of the tasks being created outside of success plays really need to get completed sooner. We task our teams to use their agenda as their to do list for the day. therefore, many tasks that they create are due within a day or two.  It would be nice to have the option to select by user your default due date.  Sometimes, we forget to change the date and it doesn't show in priority as high as we really want it too.

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  Ruthy Lichtenstein

  • January 26, 2020 19:35

  YESSS would save me so much time 

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  Ashwini Sukhdeve

  • January 27, 2020 03:31

  Hi Kristin, to understand better - can you please clarify what did you mean by "select by user your default due date"?

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  Kristin Hallas

  • January 27, 2020 23:24

  I just meant to have the choice that each user could select their default days due or if nothing at least have it at a system option for all users due date is X.

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  Vijay

  • January 29, 2020 07:08

  It is currently 7 days. If you could what would you set it to Kristin for a system option?

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  Ruthy Lichtenstein

  • January 29, 2020 11:02

  Sorry to jump in-
  But of possible I would make it not just per user but per success flow.
  My onboarding tasks should be auto-spaced to let's say 2 or 3 days from today, tasks in other success flows can go to 1 week, or even 2-3 weeks for the ones in advanced stages.

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  Sean Sweeney

  • January 29, 2020 20:04

  I haven't dealt with the need to reduce my task follow up timeline from the 7 day default often enough I would want to change my default, but I can absolutely see how this would be beneficial for others. 

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  Kristin Hallas

  • January 29, 2020 20:14

  So for my use case, it is most helpful for manually created tasks and NOT Success plays.  With Success plays we are setting the due dates for tasks as we want them so as mentioned above, we might have different dates for onboarding vs. adoption and for the plays we are setting those differently. 

  My thought on by user was just that sometimes our Success engineers and CSM's are often putting in one off tasks of things that need to be done within 24-48 hours and want the reminder.  so for those things they often forget to change the due date to move it up and it won't show high on their agenda if they are sorting by due date until after it really needs due.  

  By doing the option, it allows us to not miss track of those tasks as we have lots of different tasks and accounts that each person is managing at one time and I would rather the due date get automatically put in higher and not be missed and they back out the due date rather than miss it altogether.  Hope this helps.

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