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SteveGordonGainsight
Contributor ⭐️
Jan 6, 2023 10:24 AM UTC
Solved

Is there a way to create a task that is not related to a CTA?

I would like to use GainSight as my TO DO list so I’m working out of one platform. Many of my tasks aren’t necessarily directly related to a particular customer or a CTA. Can I create a standalone task? Or group my non customer specific tasks together somehow? OR would I just have to create a running CTA and manage all my tasks under that?

Thoughts on a postcard! 

saltamash
saltamashAnswer
Helper ⭐️⭐️
Jan 9, 2023 11:13 AM UTC

Hey Steve,

 

Tasks in Gainsight are children of CTA’s. Without a CTA you will not be able to create any tasks. In my previous life I used to do this by having a CTA on an internal company account work from there.

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3 replies

anirbandutta
anirbandutta
Expert ⭐️
Jan 6, 2023 11:22 AM UTC

Moved this discussion under the Cockpit and Playbooks area.

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    saltamash
    saltamashAnswer
    Helper ⭐️⭐️
    Jan 9, 2023 11:13 AM UTC

    Hey Steve,

     

    Tasks in Gainsight are children of CTA’s. Without a CTA you will not be able to create any tasks. In my previous life I used to do this by having a CTA on an internal company account work from there.

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      SteveGordonGainsightAuthor
      Contributor ⭐️
      Jan 9, 2023 11:15 AM UTC

      Thanks, @saltamash - I had considered this option and think it will work.

       

      Cheers 

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