Option to make Playbooks required for a certain types of CTAs.

  • 16 December 2020
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In order to run their risk process in Gainsight, Usertesting is looking for an option to make playbooks necessary for manual CTAs. Many risk CTAs are created ad-hoc and right now there is no process to make them mandatory. Here are the ideas considered and rejected

  • Creating report for CTAs that are missing a playbook: This seems like an unnecessary overhead and one more thing to look at.
  • Sending a JO for CTAs that are missing a playbook: his seems like an unnecessary overhead and one more thing to look to maintain. Emails are also easier to ignore.

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@tammy_hu .

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