CSM Tip: I haven’t used CTAs before; how do I use them?

We recommend CSMs check CTAs in the Cockpit every morning.

1. First, navigate to the “Cockpit” tab

https://lh5.googleusercontent.com/WK1xZr9JUJWb11jVAHBJEbEVTGS9dilOUu1rZp83BKiJGhXNI__vJIkRV55DOOaVCEUP6OCyvchjLJlAcfUKdObgFvHbXJoXL1PSMB8btFdD37WZUJowcOKLN5JEeg70H2O8nKJp

1. Find a Call-to-Action, or CTA

https://lh3.googleusercontent.com/tLwp-HF4wdP88Oo26fQwq-yOvZzxoWSiWV-8Q8pSY6DWjpmIoJGSsR95mkqQ8kodi6ipp13eB_4OjXNNjcQo5mAvhZHj-v-mkeq_5bgV7nSB03Xrtn8R2gHHqF3pJeDYGY2TP4D_

To change the priority, enter the CTA and select “Priority”

https://lh5.googleusercontent.com/Bw8s3BXcRcpZvCxxY4jYOje_sVvbTRfSK1vDdwKMH3ke8s8QadpqHmm4f7aguAnQdRjLdmOuefr0mKsQiPoLbIj_Kx_uNSGRpcPnd2Eh_U35EY6Y3dHDP7ycnaGd9Fsbi9LN-JfX

To change the due date, enter the CTA and select (1) current due date and (2) revised due date

https://lh6.googleusercontent.com/lOm-rhkWduL79s6u_xDOgJnhnoHy7kUIy86KjfrS3q31xde8iC5Egk3OtCemtG-mlxkA3DhZlI_usN3uB2ipi2PHH7GBDdS_v-Hkqvb2e_yV1x1dHHowxLOR02NLO3zQPNrWsfGI

To view another CSM’s CTAs, navigate to the filter icon, select the CTA owner, and click “Apply”

https://lh6.googleusercontent.com/ENRONUHMkdg5bT-RBmGbtTz3KPXIxu3Vc8p8IGcJDUkCdRJxeGtcFqNIrzpuhA6YDNm9rv7XNkuDC85N6OcWxzErCmUHZzAULahe3uNJUDEuejMxUxgHcdntHRANh3IaGv6mBD4j