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

  • 6 January 2023
  • 3 replies
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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! 

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Best answer by saltamash 9 January 2023, 12:13

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Userlevel 7
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Moved this discussion under the Cockpit and Playbooks area.

Userlevel 4
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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.

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

 

Cheers 

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