Gainsight/Tasks.md

# Tasks and Todos

## Arbor Education
- [X] Check that billing contact is not Claire. - 04-22-2025
- [X] Move academy to open access & upload domain blocking code - 04-22-2025
- [ ] Send email to Laura and Desma (with Sreshta) explaining what needs to be done for the self-reg project. - 07-14-2025

## Artera
- [ ] Submit TMR for Skilljar demo for the week of August 25th. Include Sally and Emily - 07-07-2025t

## BuilderTrend
- [X] Ask CSSC about release notes. Cam said he uses a Data designer to merge learner and client data. Wants to know if he can remove the data designer. - 04-16-2025

## Chubb
- [X] Book EMC time for Alisha, Jared, me, Kim, and Jenelle

## Cin7
- [X] Book EMC meeting for Courtney and Alisha. - 05-09-2025
- [X] Can SJ API add sign up fields progromatically
- [X] Can we make a custom page that has a custom title. Use this as a landing page instead of an email
- [X] Custom fields on user records - (CE Props) - available in analytics

## DeepL
- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
- [X] Send Daniela instructions on how to update languages in templates. - 04-22-2025

## Doubleverify
- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025
- [X] Ask about replacing SCORM file from the activity within a course builder.

## Notes

## Other Admin
- [X] Workato webhook endpoint update. See thread with Austin, Tom, etc. - 05-01-2025
- [X] Workato contract - schedule meeting for week of 16th with Larry and Andy. - 06-02-2025
- [X] Await Lukasz direction on changing the Artera and Hanna University Looks once the new explores are created. - 04-24-2025
- [X] Clean up Walmart Mexico S3 bucket. Wait for Hubert to share what he wants to do. - 04-24-2025
- [ ] Update all Q3 and Q4 Renewals with ALL the questions Alisha posted in #theminihub

## Pipedrive
- [X] June LP Launch - test adding an LP to the getting started section under "Academy Courses" - 04-22-2025
- [X] Reach out to Ceri to understand if migration or re-design is larger priority. - 04-25-2025
- [X] Ask Zachary Hall to reach out to Ceri around SJ pricing. - 04-25-2025

## Walmart Scintilla
- [X] Make the Basic LMS view templates live in prod. Due May 19th - 04-23-2025

## Walmart Supplier
- [X] Delete TO DELETE group - 06-02-2025
- [X] Follow up with Phillip re: the group deletion question - 04-23-2025
- [X] Move Production templates to Sandbox - 04-23-2025
- [X] Upload font files to S3 and make appropriate changes in templates/custom css - 04-23-2025
- [X] Add all users in CSV to "Active Supplier", "All Users", and "Grow with Walmart" groups. Set Locale-Person to USA.

## Walmart Volt
- [X] Start compiling ticket list and notes to send to Dan Kardell. - 04-23-2025

## Williams-Sonoma
- [X] Revert auto-adding of badges to post-new hire dash. Badges should only show when course `ef6af62f-897e-4eb2-8f0f-47b3df3bc06b` is completed. - 04-15-2025

## Wood Mackenzie
- [X] Add Associated ILTs to the course overview page. Ref: SPS Training Centre.
    - NOTE: All ILTs need to show up on Training Events page, but only some need to show up on course page.
    - [X] Record screen recording of how to config this.
- [ ] Embedding PPTX in a course, not all settings transfer from admin to learner. But some do, which means the app has _some_ control this. They would like the continuous/page-by-page to carry over to Learner's LX.
- [X] Send email follow up about data extracts.
- [ ] When Allyson returns: follow up on using quizzes as surveys. Reference Big Ideas.
- [X] Set default font in LX to Arial 18px
- [ ] Follow up on 8/7 around sharing ILT recordings as a course activity or something else

## Workhuman
- [X] Submit Publishing Request to product. Currently, WH shares direct-to-activtiy links from their community page to showcase certain features. For instance, one of their links [uses this url](https://community.workhuman.com/education/courses/bada004e-b721-4eed-86b2-9fc58edd3276/activities/eae94898-b7e5-4ce9-a4c9-568e8687d92a). If they add new activities, the users who click that link won't see them because they would need to click "Retake course" which doesn't exist.
- [X] Ask about increasing the Password security policy for Customer Hub (CC+CE). The request from the Workhuman Infosec team is:"The password policy should require a minimum length of at least twelve characters to increase complexity and resistance to brute-force attacks. When two-factor authentication (2FA) is enforced, a minimum length of eight characters may be acceptable. Specific character class requirements, such as mandating uppercase letters, numbers, or symbols, should be avoided in favour of allowing any printable Unicode characters to encourage the use of passphrases.
Trying to get a markdown organizer plugin to work. 2025-04-09 17:03:29 -04:00			`# Tasks and Todos`
Custom Templates for DeepL backed up and EmailMonkey. GS University was also re-downloaded. Then small scripts updated like for Chubb. 2025-02-25 17:01:36 -05:00
SJ api calls folder. Added a script for DeepL. 2025-04-25 19:08:43 -04:00			`## Arbor Education`
Walmart supplier courses and categories script. bug with endpoint for groups not associated with a course. 2025-05-20 16:36:30 -04:00			`- [X] Check that billing contact is not Claire. - 04-22-2025`
Tasks. 2025-06-12 15:47:05 -04:00			`- [X] Move academy to open access & upload domain blocking code - 04-22-2025`
Tasks. 2025-07-14 17:46:05 -04:00			`- [ ] Send email to Laura and Desma (with Sreshta) explaining what needs to be done for the self-reg project. - 07-14-2025`
Testing out TaskWarrior. 2025-01-10 16:45:57 -05:00
Backed up most recent Pipedrive changes. Tasks. 2025-07-09 14:53:43 -04:00			`## Artera`
Tasks were updated. 2025-07-21 14:57:46 -04:00			`- [ ] Submit TMR for Skilljar demo for the week of August 25th. Include Sally and Emily - 07-07-2025t`
Backed up most recent Pipedrive changes. Tasks. 2025-07-09 14:53:43 -04:00
Chubb Scripts and Tasks 2025-04-16 14:05:07 -04:00			`## BuilderTrend`
Updated templates and tasks. 2025-04-23 16:18:17 -04:00			`- [X] Ask CSSC about release notes. Cam said he uses a Data designer to merge learner and client data. Wants to know if he can remove the data designer. - 04-16-2025`
Chubb Scripts and Tasks 2025-04-16 14:05:07 -04:00
Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00			`## Chubb`
			`- [X] Book EMC time for Alisha, Jared, me, Kim, and Jenelle`

			`## Cin7`
			`- [X] Book EMC meeting for Courtney and Alisha. - 05-09-2025`
			`- [X] Can SJ API add sign up fields progromatically`
			`- [X] Can we make a custom page that has a custom title. Use this as a landing page instead of an email`
			`- [X] Custom fields on user records - (CE Props) - available in analytics`

Tasks and templates. 2025-04-22 16:01:16 -04:00			`## DeepL`
Tasks 2025-06-05 18:39:09 -04:00			`- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025`
SJ api calls folder. Added a script for DeepL. 2025-04-25 19:08:43 -04:00			`- [X] Send Daniela instructions on how to update languages in templates. - 04-22-2025`

Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00			`## Doubleverify`
Tasks were updated. 2025-08-01 14:45:32 -04:00			`- [X] Ask if product will add an export button to the new access tab or have a dashboard around enrollment source. - 04-22-2025`
			`- [X] Ask about replacing SCORM file from the activity within a course builder.`
Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00
SJ api calls folder. Added a script for DeepL. 2025-04-25 19:08:43 -04:00			`## Notes`

			`## Other Admin`
Walmart supplier courses and categories script. bug with endpoint for groups not associated with a course. 2025-05-20 16:36:30 -04:00			`- [X] Workato webhook endpoint update. See thread with Austin, Tom, etc. - 05-01-2025`
Tasks. 2025-07-14 17:46:05 -04:00			`- [X] Workato contract - schedule meeting for week of 16th with Larry and Andy. - 06-02-2025`
Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00			`- [X] Await Lukasz direction on changing the Artera and Hanna University Looks once the new explores are created. - 04-24-2025`
Backed up most recent Pipedrive changes. Tasks. 2025-07-09 14:53:43 -04:00			`- [X] Clean up Walmart Mexico S3 bucket. Wait for Hubert to share what he wants to do. - 04-24-2025`
Chubb Script and tasks for admin work. 2025-06-30 17:03:09 -04:00			`- [ ] Update all Q3 and Q4 Renewals with ALL the questions Alisha posted in #theminihub`
Tasks and templates. 2025-04-22 16:01:16 -04:00
			`## Pipedrive`
Tasks were updated. 2025-08-01 14:45:32 -04:00			`- [X] June LP Launch - test adding an LP to the getting started section under "Academy Courses" - 04-22-2025`
Ran Chubb's script and completed some tasks. 2025-04-30 15:33:21 -04:00			`- [X] Reach out to Ceri to understand if migration or re-design is larger priority. - 04-25-2025`
tasks 2025-05-21 17:14:42 -04:00			`- [X] Ask Zachary Hall to reach out to Ceri around SJ pricing. - 04-25-2025`
Updated templates and tasks. 2025-04-23 16:18:17 -04:00
			`## Walmart Scintilla`
Tasks. 2025-05-09 15:35:06 -04:00			`- [X] Make the Basic LMS view templates live in prod. Due May 19th - 04-23-2025`
Updated templates and tasks. 2025-04-23 16:18:17 -04:00
			`## Walmart Supplier`
Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00			`- [X] Delete TO DELETE group - 06-02-2025`
			`- [X] Follow up with Phillip re: the group deletion question - 04-23-2025`
Backed up most recent Pipedrive changes. Tasks. 2025-07-09 14:53:43 -04:00			`- [X] Move Production templates to Sandbox - 04-23-2025`
			`- [X] Upload font files to S3 and make appropriate changes in templates/custom css - 04-23-2025`
Some completed tasks. Script for large Walmart enrollment (which brought down the app... oops). 2025-04-29 15:47:51 -04:00			`- [X] Add all users in CSV to "Active Supplier", "All Users", and "Grow with Walmart" groups. Set Locale-Person to USA.`
Updated templates and tasks. 2025-04-23 16:18:17 -04:00
			`## Walmart Volt`
Walmart supplier courses and categories script. bug with endpoint for groups not associated with a course. 2025-05-20 16:36:30 -04:00			`- [X] Start compiling ticket list and notes to send to Dan Kardell. - 04-23-2025`
Updated templates and tasks. 2025-04-23 16:18:17 -04:00
SJ api calls folder. Added a script for DeepL. 2025-04-25 19:08:43 -04:00			`## Williams-Sonoma`
Ran Chubb's script and completed some tasks. 2025-04-30 15:33:21 -04:00			- [X] Revert auto-adding of badges to post-new hire dash. Badges should only show when course `ef6af62f-897e-4eb2-8f0f-47b3df3bc06b` is completed. - 04-15-2025
SJ api calls folder. Added a script for DeepL. 2025-04-25 19:08:43 -04:00
Chubb Script and tasks for admin work. 2025-06-30 17:03:09 -04:00			`## Wood Mackenzie`
Tasks were updated. 2025-08-01 14:45:32 -04:00			`- [X] Add Associated ILTs to the course overview page. Ref: SPS Training Centre.`
Tasks were updated. 2025-07-21 14:57:46 -04:00			`- NOTE: All ILTs need to show up on Training Events page, but only some need to show up on course page.`
Tasks were updated. 2025-08-01 14:45:32 -04:00			`- [X] Record screen recording of how to config this.`
Downloaded WoodMac Learn templates for the first time. Added some tasks for WML. Re-downloaded SPS to reference some code. SPS's app says all templates were last uploaded in April 18 2025. Last local changes (my hunch is downloaded) on my machine is May 13, 2025. 2025-07-07 09:42:08 -04:00			`- [ ] Embedding PPTX in a course, not all settings transfer from admin to learner. But some do, which means the app has _some_ control this. They would like the continuous/page-by-page to carry over to Learner's LX.`
Tasks were updated. 2025-07-21 14:57:46 -04:00			`- [X] Send email follow up about data extracts.`
Backed up most recent Pipedrive changes. Tasks. 2025-07-09 14:53:43 -04:00			`- [ ] When Allyson returns: follow up on using quizzes as surveys. Reference Big Ideas.`
Hubert just completed a project for Pipedrive, so downloaded those templates. I kept the old ones as the Pipedrive team noticed some things were overwritten. So until they are fully in production and working correctly, I'm keeping two copies. Will update with the correct files once Hubert investigates. 2025-07-08 15:29:07 -04:00			`- [X] Set default font in LX to Arial 18px`
Tasks were updated. 2025-07-21 14:57:46 -04:00			`- [ ] Follow up on 8/7 around sharing ILT recordings as a course activity or something else`
Downloaded WoodMac Learn templates for the first time. Added some tasks for WML. Re-downloaded SPS to reference some code. SPS's app says all templates were last uploaded in April 18 2025. Last local changes (my hunch is downloaded) on my machine is May 13, 2025. 2025-07-07 09:42:08 -04:00
Tasks and notes for Workhuman 2025-06-18 15:32:23 -04:00			`## Workhuman`
Tasks were updated. 2025-08-01 14:45:32 -04:00			`- [X] Submit Publishing Request to product. Currently, WH shares direct-to-activtiy links from their community page to showcase certain features. For instance, one of their links [uses this url](https://community.workhuman.com/education/courses/bada004e-b721-4eed-86b2-9fc58edd3276/activities/eae94898-b7e5-4ce9-a4c9-568e8687d92a). If they add new activities, the users who click that link won't see them because they would need to click "Retake course" which doesn't exist.`
Almost done with Anthology script for learner properties. 2025-08-22 16:00:34 -04:00			- [X] Ask about increasing the Password security policy for Customer Hub (CC+CE). The request from the Workhuman Infosec team is:"The password policy should require a minimum length of at least twelve characters to increase complexity and resistance to brute-force attacks. When two-factor authentication (2FA) is enforced, a minimum length of eight characters may be acceptable. Specific character class requirements, such as mandating uppercase letters, numbers, or symbols, should be avoided in favour of allowing any printable Unicode characters to encourage the use of passphrases.