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

​@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? 

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.

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?

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