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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? 

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.

 

 

 


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