Wouldn't it be awesome if open CTAs assigned to me could be sycned with a Trello board so that I can manage my CS tasks with the rest of the tasks that I manage within Trello.
Red areas are manual trello boards and yellow area is data populated from Gainsight Cockpit.
Taking a step further would to be able to create CTAs in Gainsight directly from the Trello board by implementing a power up https://developers.trello.com/reference#power-ups-intro
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Hi Sam, One question I have is why wouldn't you create manual CTAs for the Manual Tasks you are tracking in Trello?
Because as a Solutions Consultant a lot of these tasks are not customer centric.
We recommend creating a "customer" that is the name of the company for tracking internal tasks. So within GonG, we have a "customer" called Gainsight. You can track non-customer centric manual tasks there.
I mean, Trello is nice and all, but let's get everyone using Gainsight whenever there is overlap! 🙂
I mean, Trello is nice and all, but let's get everyone using Gainsight whenever there is overlap! 🙂
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