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Cockpit & Playbooks

Conversations

Recent Conversations
Conversations 1 - 15 of 683
Photo of Perry Rogers
Add "Share" button to CTAs
We would like to have a button within the CTA to copy a deep link to the CTA itself. Right now the only way to get a link to the CTA is t...
  • 1 me too
  • 1 reply
  • Idea
Photo of Naomi James
CTA should open if related Task is open
Currently, when a CTA with open related tasks is closed, Gainsight prompts the user to indicate if they would like to mark them as 'Decli...
  • 1 me too
  • 0 replies
  • Problem
Photo of Heather Hansen
Deactivate Playbooks
Would be great if there was a way to deactivate a playbook. We're getting to the point where we need to do some clean up of our playbook...
  • 13 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Tim Anderson
When manually changing ownership on a CTA, how do you make the Tasks transfer at the same time?
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Kate Popp
Add Cockpit integration for Google Calendar (or similar service)
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see o...
  • 72 me toos
  • 26 replies
  • Idea
  • Under Consideration
Photo of Dan Wiegert
reorder, and subordinate CTA Tasks where Due Date = NA
I am working with a customer who has brought up a valid point regarding how CTA tasks currently order themselves. Currently, if a CTA tas...
  • 6 me toos
  • 4 replies
  • Idea
Photo of Tracy Streetman
Syncing CTA status "In Progress" with task status
Our team often indicates "In Progress" for one or more CTA tasks.  Which they then have to also update the overall CTA status.  It would ...
  • 18 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Nadav Shem-Tov
Have an option to show all tasks under CTAs in cockpit
CSMs at CA Agile Central would love to have a toggle in the main cockpit screen to pop open all the CTAs and show the tasks under them in...
  • 2 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Michael Sweeney
Hide the upcoming section from cockpit
I have been speaking with a customer who would like the option to hide the "Upcoming" section in cockpit.CSMs work through their CTAs and...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Diana Luo
Chatter to the Relationship 360
Hi, I was looking through documentation on adding chatter to CTAs and found this helpful resource (https://support.gainsight.com/Product_...
  • 1 me too
  • 3 replies
  • Question
  • Acknowledged
Photo of Meenal Shukla
Where can we track the attachments that are included in an email assist?
I was running a report against the Email Logs object in Gainsight, but couldn’t find a field that shows the attachment(s) included in an ...
  • 1 me too
  • 0 replies
  • Question
Photo of Sarah Johnson
Bulk changes to CTAs in Cockpit
My users need the ability to select CTAs randomly (not always by straightforward criteria) and bulk change them, e.g. Snooze them for the...
  • 1 me too
  • 2 replies
  • Idea
Photo of Jon Harris
Date order of Tasks created manually within a CTA (Playbook generated)
I have created a CTA for a QBR which is based on a Playbook containing multiple Tasks.  In this instance I wanted to add a couple of addi...
  • 2 me toos
  • 1 reply
  • Problem
  • Solved
Photo of Lane H
Option to add Today's Date in CTA Name
We have been creating CTAs to bring awareness when a certain score is less than another. We do this by writing the overall health score t...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Anna Whitehouse
Automatically add text to the comments section of a CTA when it is manually created
I would like to have text auto-populate in the comments section of a CTA after a specific Type/Reason is selected when it is created manu...
  • 2 me toos
  • 1 reply
  • Idea