Cockpit & Playbooks

Share your questions and best practices on Cockpit, CTAs, and Playbooks for Gainsight CS here.

  • 356 Posts
  • 1,175 Replies
S
sstone
started this topic

Tasks vs Playbooks vs CTAs vs Success Plans

CTAs, Tasks, Playbooks, and Success Plans are closely related, but are distinct features with their own use cases. We get questions...
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lila_meyer
Rank
lila_meyer
started this topic

Join Types in Merge Tasks Made Easy

Watch this fun DIY video from Karl Rumelhart, Gainsight's Chief Product Officer, where he demystifies join types in bionic rules' merge task...
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356 Posts

G
GGRebollalRegistered User
asked in Cockpit & Playbooks

Easier way to deactivate Objective Playbooks with Success Plan Template?

Curious if there was an easier way to deactivate an Objective Playbook that is used in a Success Plan Template. For example, after the Success Plan Template was made inactive - the Objective Playbook still was unable to be deactivated until the Objective was deleted from the Success Plan Template. It would be easier if the Objective Playbook could check that the Success Plan Template was inactive - and allow the admin to deactivate the Objective Playbook if the Success Plan Template was deactivated. 

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G
21 days ago
C
Veteran Rookie
cndukaVeteran Rookie
asked in Cockpit & Playbooks

CTA CREATON TRIGGER

My team has a Playbook named Kickoff Call. We need it to be triggered by the following items. Trigger when account is not assigned to CSM, then becomes assigned to a CSM (CTA NEEDS TO BE CREATED WHEN THIS HAPPENS)  Trigger when account is reassigned from one CSM to another  DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists 

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C
Veteran Rookie
3 months ago
V
VIjayasailesh KaturiRegistered User
asked in Cockpit & Playbooks

Duedate for SuccessPlan Objective

When creating new objectives in Success Plans, it defaults to "today's date".  Can we change this to default to 90 days out or leave blank and force user to choose a date?  This is easily overlooked and causing overdue CTAs when folks forget to change that when creating new objectives/CTAs.

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V
2 months ago
duncan.young
Shoshin
duncan.youngShoshin
asked in Cockpit & Playbooks

Ability to Change Due Time on CTA

Hi,Using the Rules Engine you can set a Due date to something like: Run Date + 3 Days (Skip all weekends)In my org, this is resulting in CTA’s triggered on March 7th being due March 10th, 00:00:00To a CSM this will show in their cockpit having a due date of March 10th, but because the due time is 00:00:00 the CTA is showing as being closed overdue when they action it.Am I missing something? Surely there should be a way to set the due time to 23:59:59 or equivalent as default?Many thanks,Duncan

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duncan.young
Shoshin
2 months ago
G
GGRebollalRegistered User
asked in Cockpit & Playbooks

Recurring CTA for other default CTA Types (not just Lifecycle or Create/Custom)

Currently with NXT edition the ability to set CTA as recurring is limited to Lifecycle CTA Type or by creating a new CTA Type. CSMs are requesting the ability to create other default CTA Types of recurring CTAs (for example, Activity is often used for internal activities or Risk is used for a recurring check-in on progress, etc.).Is it possible to add the option to enable the other default CTA Types to be recurring without creating a custom CTA Type? If so, would this be implemented in the next upcoming release or soon? This should be a setting set by the admin: Thanks for any feedback in advance!

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G
8 days ago
R
Shoshin
rrobinsonShoshin
asked in Cockpit & Playbooks

NXT - Is there additional RBAC on Playbook other than full access via Admin-Cockpit-Playbook?

In NXT, is there additional RBAC on Playbook other than full access via Admin-Cockpit-Playbook?SFDC seems to have more features in this direction and wanted to be sure I didn’t miss something!The use case is to have users creating playbooks without editing others. Thanks,RR

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R
Shoshin
2 months ago

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