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?
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Allow CSMs to create recurring CTAs themselves?
Best answer by Wayne
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.
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.
+2In 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
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.
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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