Time of Task and Sync to Outlook Calendar
Userlevel 7
Our CSMs are requesting that Tasks have a due time (not just date) and that you are able to sync them with their outlook calendar. If they tell a customer they will call them at 2pm, it would be nice if the Gainsight CTA that they set for themselves had a task with a time of 2pm that would show on their outlook calendar.
Userlevel 4
This is something that is still being requested from our CSMs. They would really like a notification when a call is on their calendar 15 min prior just like in Outlook.
A
There has been something that a our CSMs have been recently chattering about. It's a super helpful idea!
Userlevel 1
Yes, this would be extremely helpful as a CSM!
Userlevel 7
+2
I think GS will need to enable the ability to sync tasks in addition to the CTAs which are already currently available. For the above to work, I think CSMs will need to be able to see Tasks in their calendar. There is an idea already posted for this here:
Userlevel 7
Hello All,
There are two things thats being discussed here.
- Syncing the tasks to calendar → We do support syncing CTA’s today, available in our NXT edition. Please find the details here Syncing tasks is a great idea, we will check this from our end and provide an update here.
- Providing an ability to create a task with a due time together with date. → This is something i need to redirect to respective PM to get the answer for.
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