Delete tasks in bulk

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12 comments

  • Official comment
    Vijay

    Hello Everyone,

    It appears there are multiple slightly different use cases so let me list them here and get your feedback if I got them right and if I should add anything more.

    1. As an Admin I want the ability to delete certain set of tasks fired from a Play (tasks with due dates more than 60 days ago or other criteria) without having to delete the entire play. We already support the scenario of deleting a Play and deleting or keeping the tasks that were from this Play
    2. As a Manager or CSM I want to delete older tasks from 1 or several accounts with certain date criteria (60 days or older) as an example.
    3. Instead of deleting tasks maybe introduce a new status for these tasks that say "Closed due to Inaction"? But then this adds an additional burden of reflecting these tasks in other places such as Team Performance etc. I don't see a value in this.
    4. When a CSM leaves an admin or a manager must have the ability to reassign accounts and the tasks in the account to the new CSM and in the process delete some older or all existing tasks before the assignment.

    Even though 4 is not listed here I added this. Do you have any other scenarios or comments on what I listed above?

     

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  • Raymond XIE

    I was able to delete a few SuccessPlays and select "DELETE ALL TASKS" associated with them.  I am good for now.

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  • Latimer Luis

    +1. I am not looking to delete an entire success play, but all open tasks older than 60 days so we can do proper retraining of our existing success plays. Was redirected to this idea by support. 

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  • Matt Harmon

    Yes, definitely NEED this ability.

    We have tasks that are part of our "staging" process for before a customer activates their product.  It'd be great to be able to bulk delete tasks for customers who have moved on into other part of the journey as these initial tasks are no longer relevant.

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  • Sean Maguire

    As we move into another new year and look to reset ourselves for another successful 4 quarters ahead, this request has come to us from our leaders in the business (not for the first time, either).

    The ask is for a way to remove obsolete tasks in bulk without deleting the SuccessPlay entirely and losing all history of past assignments, just like Raymond requested in this post above at the start of 2020.

    The specific ask was for us to somehow change the status from "Open" to "Closed due to Inaction" for any tasks assigned more than 90 days ago. We explained this is not currently possible and shared that we could only delete all currently open tasks regardless of assignment date (and that deletion would also remove any history of the task assignment and record of the lack of action from the account team), or leave the long overdue / stale tasks as-is. 

    We'd prefer having a more positive response to share when these leaders make this reasonable request of us. Is there any update here or plan to deliver similar functionality which we can pass along to them?

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  • Laurence Dean (Group)

    Sometimes a user or even an admin, you need to clean someone's backlog of tasks up. It would be really good to be able to wipe the task list clean, clear and start afresh. Would have my support.

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  • Angel de la Cruz

    New customer with TT, and this quality of life option would be great. Has this functionality been added? I am not seeing it myself.

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  • Orit Gilad

    I fully agree with all the needs below mentioned here by Vyjai .There is need to be able to close tasks in a list and not go in one by one , especially when you are an admin or a success manager with many accounts. Is this in the roadmap?

    It appears there are multiple slightly different use cases so let me list them here and get your feedback if I got them right and if I should add anything more.

    1. As an Admin I want the ability to delete certain set of tasks fired from a Play (tasks with due dates more than 60 days ago or other criteria) without having to delete the entire play. We already support the scenario of deleting a Play and deleting or keeping the tasks that were from this Play
    2. As a Manager or CSM I want to delete older tasks from 1 or several accounts with certain date criteria (60 days or older) as an example.
    3. Instead of deleting tasks maybe introduce a new status for these tasks that say "Closed due to Inaction"? But then this adds an additional burden of reflecting these tasks in other places such as Team Performance etc. I don't see a value in this.
    4. When a CSM leaves an admin or a manager must have the ability to reassign accounts and the tasks in the account to the new CSM and in the process delete some older or all existing tasks before the assignment.
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  • Sean Maguire

    Thanks for your time and excellent summary, Orit!

    I would only add the ability to use the Dynamically Reassign feature also in bulk. As a SuccessPlay owner, I often have a few hundred tasks falling back to me when the assignee role is mapped to a user not yet active in Totango. I must open each task one-by-one to manually click the "Dynamically Reassign" button. This presents a great opportunity for bulk action ("Select all tasks, Dynamically re-assign all, done") just like the Delete tasks request above. 

    I also can see value in #3 above where there's a difference between Completed, Deleted, and Closed due to Inaction statuses on Tasks so unfortunately cannot agree with you there. There is a difference between these statuses and it does matter to those leaders who are driving specific values and behaviors with our teams when engaging with our customers. 

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  • Laurence Dean (Group)

    I think that there is value in being able to set / delete / complete tasks automatically after a certain period. Let's face it, if you missed an email and it was 9 months ago, there is no value in addressing the issue now, its too late. So, I think that there is merit in having a position where a task or even a SuccessPlay that has been open for a defined period is closed automatically, but tagged in such a way that at a management level you can see that it was closed by the system. "if there was a renewal, and it client wasn't allocated a CSM, and the renewal was 9 month ago... is there any value in having the task open when a new CSM takes over the account?" 

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  • Michael Morrow

    Adding in my case here, but I'm going to echo virtually every comment already made.

    We have a massive 95,000 open, overdue tasks from 2021 sitting in Totango that we are trying to close. So far, I've been asked by Totango support to clear these out via uploading CSV files to Totango's data modeler. These uploads regularly have errors (account ID mismatch, task doesn't exist even though it came from an export from Totango support), and every error has to be fixed in the CSV file locally, then re-uploaded to the tool. Imagine you preview an upload with 1,000 tasks and you get 150 errors, but the system doesn't let you fix them there. You have to take the error text off the webpage, paste it into the CSV, and perform a Vlookup to remove the faulty data. It's the only bulk clearing of tasks feature in Totango and it's completely user-unfriendly.

    An ability to set retention policies on tasks would pay dividends in overhead reduction. You can't realistically expect the customer to take the time to clear that amount of junk from the system. There has to be a faster way.

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  • Matt Clancy

    +1 We also are refactoring our success plays making them better.  This means that certain steps are no longer appropriate, so we want to delete them in bulk.  Is there any update on this?

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