I would like to use GainSight as my TO DO list so I’m working out of one platform. Many of my tasks aren’t necessarily directly related to a particular customer or a CTA. Can I create a standalone task? Or group my non customer specific tasks together somehow? OR would I just have to create a running CTA and manage all my tasks under that?
Thoughts on a postcard!
Best answer by saltamashView original
Moved this discussion under the Cockpit and Playbooks area.
Tasks in Gainsight are children of CTA’s. Without a CTA you will not be able to create any tasks. In my previous life I used to do this by having a CTA on an internal company account work from there.
@saltamash - I had considered this option and think it will work.