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Gainsight Inc.

Vault Use Case Library: CSM Management

Vault assets accessed by clicking the Gainsight Vault icon, will be retired. Our best practice assets can now be accessed from Administration > Sightline Vault. Learn more...


IMPORTANT UPDATE July, 2019: Vault assets will be retired in the near future, and currently only Playbook and Report assets are compatible with the latest functionality.

Task Management

How to Look at CTAs:
How to Track Cockpit Inactivity:
  1. First, create a CTA if a customer has not recently opened CTAs with this rule.
  2. Next, pull the list with this report and follow up with these customers.
Advanced Task Management Assets
  • You can see this quarter’s flagged risk CTAs by month and reason with this report.


View the complete list of Vault assets.

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