Currently, CSMs use Comment field on CTAs to captures notes and next steps.
They would like to have the formatting of this field improved, specifically:
- Enable rich text to improve visuals - e.g. bolding, coloring, bullets, etc.
- Increase size of comments box / make it more prominent
- Improve copy/paste formatting - currently users copy notes into CTAs from other sources (e.g. emails), and they report that the formatting is very bad - there are unexplained gaps, bulletting and indentation aren't respected, etc.
One question on that process that you outlined - do your task level objectives entail multiple steps in and of themselves that might be completed over the course of many days or by different people?
The main reason I ask is that conceptually the design of CTAs and tasks is like this: a CTA indicates that a risk, opportunity or lifecycle event (or similar) needs attention. The CTA itself is a transactional activity that could be completed in a single step or that could entail a few tasks. Ideally each task is pretty self contained such that it would be assigned to a single person and not span multiple days.
Also, if the CTA outcome encompasses a longer timeframe, it might be better captured in a Success Plan that would allow for a work breakdown by multiple objectives, each of which can have multiple tasks.
Depending on the complexity of your objectives, have you considered perhaps capturing the more complex ones via a Success Plan? This FAQ guide has some good topics to help guide when to use a CTA vs a Success Plan.