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darkknight
Expert ⭐️
August 26, 2025
New Idea

Provide ability to hide specific Tasks when sharing

Related products:CS Success Plans & Customer Goals
  • August 26, 2025
  • 2 replies
  • 41 views

We have the ability to “enable sharing” on Success Plans, CTAs and even sections of a CTA which gives us some control over what users are allowed to share with customers externally (i.e. from Spaces)

We need this capability extended to Tasks as well. There are times when there are “internal only” tasks that the customer really doesn’t need to see, but important for the CSM/TAM to have so they can schedule their workload.

I don’t know if this means providing Task Types (which could also be useful) or just a flag on the Task itself that, if enabled, ensures the Task remains hidden from sharing.

2 replies

bradley
Expert ⭐️
August 26, 2025

I needed to do this recently with a new onboarding initiative, and the workaround was essentially to make twice as many CTAs an Playbooks so I could have some internal and some external. This is super clunky and much harder to maintain.

darkknight
Expert ⭐️
August 26, 2025

​@bradley yep that’s unfortunately the route we’re gonna have to take too - and our CSMs are gonna hate it.  

It’s getting harder and harder to get them to use Gainsight - most of them hate it because the UX is not flexible and we have to do so many workarounds like this. 

Jeff Kirkpatrick