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clingley
clingley
Contributor ⭐️⭐️⭐️
Dec 16, 2024 3:58 PM UTC
Solved

Allow CSMs to create recurring CTAs themselves?

Is there a way that CSMs can set up Recurring task themselves that doesn't require building a flow for each CSM based on the specific task they want to make recurring? 

    WayneAnswer
    Expert ⭐️
    Jan 3, 2025 9:19 PM UTC

    You can not make tasks recurring. You are able to make CTAs recurring. And they do not have to be associated/created via Success Plans as Jagari stated.

     

    Here are the directions for the end user to be able to do this via CTA themselves.

     

    https://support.gainsight.com/gainsight_nxt/04Cockpit_and_Playbooks/00Cockpit_Horizon_Experience/User_Guides/Create_Manual_Call_to_Action_(CTAs)_and_Tasks#Create_Recurring_CTAs

     

    The main thing you have to ensure you enable is for the CTA type to be used as recurring. In the CTA setup screen you have to flip the switch for that particular CTA type.

     

    Once that is done you can see how it can be done individually for the CSMs/End users.

     

     

     

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    5 replies

    Jagari Das
    Gainsight Employee ⭐️
    Jagari Das
    Gainsight Employee ⭐️
    Dec 17, 2024 1:25 PM UTC

    In Gainsight, Customer Success Managers (CSMs) have the ability to create recurring tasks through the 'Success Plans' feature.

    This feature is specifically designed to help CSMs capture and keep track of their customers' key objectives, which includes setting up objectives (CTAs) and the tasks linked to them.

    To get a clear understanding or step-by-step guidance on how CSMs can establish recurring tasks by themselves, you may refer to the Gainsight documentation.
    https://support.gainsight.com/gainsight_nxt/Success_Plans/Success_Plans/Overview/Success_Plan_Overview#Overview

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    Jagari | Client Outcomes Manager, Gainsight
    clingley
    clingleyAuthor
    Contributor ⭐️⭐️⭐️
    Dec 31, 2024 5:50 AM UTC

    ​@Jagari Das thank you for your response! In reading the article, I’m not seeing instructions on how a CSM can set up a recurring task themselves. For example, they want to schedule a monthly reminder to do Task A for Customer A but then schedule a weekly reminder to do Task B for Customer B. How can a CSM set this up on their own without relying on me, the admin, to make a Success Plan template for them? 

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    WayneAnswer
    Expert ⭐️
    Jan 3, 2025 9:19 PM UTC

    You can not make tasks recurring. You are able to make CTAs recurring. And they do not have to be associated/created via Success Plans as Jagari stated.

     

    Here are the directions for the end user to be able to do this via CTA themselves.

     

    https://support.gainsight.com/gainsight_nxt/04Cockpit_and_Playbooks/00Cockpit_Horizon_Experience/User_Guides/Create_Manual_Call_to_Action_(CTAs)_and_Tasks#Create_Recurring_CTAs

     

    The main thing you have to ensure you enable is for the CTA type to be used as recurring. In the CTA setup screen you have to flip the switch for that particular CTA type.

     

    Once that is done you can see how it can be done individually for the CSMs/End users.

     

     

     

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      laurennewman7
      laurennewman7
      Contributor ⭐️⭐️
      Sep 3, 2025 4:36 PM UTC

      Hi there. How can we view all recurring CTAs to make edits or stop the recurring CTA? Is there a way to report on this?

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      Gainsight Employee ⭐️
      Venkat Sai
      Gainsight Employee ⭐️
      Oct 17, 2025 4:40 PM UTC

      Hello ​@laurennewman7 Please refer to the steps below:

       

      1. Navigate to Cockpit: Go to the Cockpit section where you can view all CTAs.
      2. Filter for Recurring CTAs: Use the filter options to specifically view recurring CTAs. You can filter by the CTA type or other attributes that indicate recurrence.
      3. Edit or Stop Recurring CTAs: Once you have identified the recurring CTAs, you can click on each CTA to open its detail view. From there, you can make necessary edits or stop the recurrence by changing the recurrence settings or deleting the CTA if needed.
      4. Reporting on Recurring CTAs: To report on recurring CTAs, you can create a report in Gainsight that includes a filter for the recurring attribute. This will allow you to generate a list of all recurring CTAs and their details, which can be exported or shared as needed.
      For more detailed instructions on creating and managing recurring CTAs, refer to the relevant sections in the Gainsight

      Documentation: https://support.gainsight.com/gainsight_nxt/04Cockpit_and_Playbooks/00Cockpit_Horizon_Experience/User_Guides/Create_Manual_Call_to_Action_(CTAs)_and_Tasks#Create_Recurring_CTAs

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