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?
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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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