The CTA's are great, but is there a way to create a daily checklist of tasks that would be due that day from the underlying playbooks in the CTA's. Just to give the CSM a guide of what needs to be done today. this would be especially helpful when you have CTA's with multiple due dates within them. Thoughts?
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How can we find out tasks due today? Because they are missing with your suggestion → “Your CSMs could create a Custom View in Cockpit that has "due date = Today" to minimize extra clutter in Cockpit. Any CTA with a task that has a due date of today would appear. The list will still be the CTAs and they would just click on the Tasks to manage and close them out”
For the second suggestion, it is not actionable. We already implemented this one as well. Inside the report, it will be great if it can direct us to the task.
I heard a feature is coming soon with task filtering view. But we should definitely mind the flexible sorting and not losing the relationship between a task and CTA in this new feature.
All the best,