Create a daily/weekly/monthly digest of CTAs
None
Right now, there are various ways to "pull" information about CTAs from the system (e.g. through the email notifications when something is created, through Sally for Slack) but there isn't a good way for this information to be "pushed" to the CSMs.
Not that I'm trying to solution this, but thought I'd provide a suggestion in order to better illustrate the business case here. If an email was sent to CSMs on a specified frequency that showed them a list of their open, overdue, and closed CTAs/tasks, that would really promote adoption of CTAs in general. A chief complaint of CSMs regarding this feature is that there isn't active alerting for this.
Not that I'm trying to solution this, but thought I'd provide a suggestion in order to better illustrate the business case here. If an email was sent to CSMs on a specified frequency that showed them a list of their open, overdue, and closed CTAs/tasks, that would really promote adoption of CTAs in general. A chief complaint of CSMs regarding this feature is that there isn't active alerting for this.
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I am pushing this to an Idea post.