Ability to create recurring tasks

Planned

Lilian King

• April 23, 2020 15:54

An example use case for this would be if I need to send a customer a reports or specific information on a bi-weekly basis, creating a recurring task to remind myself to do it would be super helpful.

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• Official comment

  

  Vijay

  • August 24, 2021 23:17
  • Edited

  I had previously marked this task as delivered but noticed there are 2 aspects to this. We delivered recurring SuccessPlays, but this task is primarily around letting CSMs create recurring tasks. We are currently working on this and hope to deliver this soon.

  Cheers

  Vijay

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  Brittany Reichwald

  • April 23, 2020 16:09

  Yes, I also just posted this. It would be super beneficial! 

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  Sean Maguire

  • April 23, 2020 16:40

  Same. Recurring option in SuccessPlays like we have in Campaigns would be super helpful

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  Vijay

  • April 23, 2020 17:01

  We will be working on this in the near future Sean, Brittany and Lilian. Stay tuned!

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  Jimmy Thomson

  • May 07, 2020 15:50

  Look forward to this!  We have a few use cases with this feature as well (exec sponsor checkin, for example)

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  Graham Ferguson

  • June 19, 2020 12:18

  This would be fantastic and make success plays much easier to maintain.

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  Armando Romo

  • July 20, 2020 18:42

  +1, this would be great.

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  Danielle Young

  • October 02, 2020 15:09

  We would love this as well!

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  Vijay

  • October 02, 2020 16:16

  This is currently in the works and should be out before end of this year. Hopefully before Thanksgiving! 

  Cheers

  Vijay

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  Jimmy Thomson

  • October 05, 2020 18:09

  Great to hear Vijay!

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  Vijay

  • November 29, 2020 19:44

  Hello I am pleased to announce that Recurring SuccessPlays is available as a beta. Please request your CSM's to turn on this feature and we can open it.

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