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Reminder Notifications for Upcoming Tasks or CTAs

  • 1 August 2019
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Is there a way for a CSM to receive reminder email notifications for when an upcoming task within a CTA or Objective is due?

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Best answer by dan_ahrens 1 August 2019, 22:36

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I don't think there's a way to do that out of the box. Your best option (I think) would be to create a report of that displays upcoming CTAs that are due. Then create an Outreach or Program that that displays that report and have that trigger on a regular basis to the CSM's

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We recommend as a best practice that every CSM start their day in Cockpit and sort their Cockpit by Due Date. This way they'll get a clear view of what's overdue, what's due today, and what's coming in the upcoming week. See example below:



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