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Gainsight/Tasks.md
Norm Rasmussen d97a7ab16c Notes for Woodmac
2025-11-14 14:42:55 -05:00

5.8 KiB

Tasks and Todos

Nintex

  • Figure out if Outlook365 link can be inserted into notification emails.
    • This is the url from the button on the session page: https://outlook.office.com/calendar/0/deeplink/compose?path=/calendar/action/compose&rru=addevent&subject=session+error+test&startdt=2026-08-01T13%3A00%3A00Z&enddt=2026-08-01T13%3A45%3A00Z&body=To+read+more+about+this+session%2C+please+visit%3A+%3Ca+href%3D%22https%3A%2F%2Fnormsandbox.northpass.com%2Ftraining_sessions%2Fb9e26ea4-1e6a-4d7f-8a7d-d7eb3a572d10%22%3Esession+error+test%3C%2Fa%3E&location=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F5488234718167782496

https://www.google.com/calendar/render?action=TEMPLATE&text=session+error+test&details=To+read+more+about+this+session%2C+please+visit%3A+%3Ca+href%3D%22https%3A%2F%2Fnormsandbox.northpass.com%2Ftraining_sessions%2Fb9e26ea4-1e6a-4d7f-8a7d-d7eb3a572d10%22%3Esession+error+test%3C%2Fa%3E&location=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F5488234718167782496&dates=20260801T130000Z

Arbor Education

Tasks

  • Send email to Laura and Desma (with Sreshta) explaining what needs to be done for the self-reg project. - 07-14-2025

Completed

  • Move academy to open access & upload domain blocking code - 04-22-2025
  • Check that billing contact is not Claire. - 04-22-2025

Notes

Artera

Tasks

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

Notes

BuilderTrend

Completed

  • 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

Notes

Chubb

Tasks

  • Ask in SJ Migrations channel how we deal with old CE Links. Can we do a catch all error page?
  • Explore Google Form for CISA upload and management

Completed

  • Book EMC time for Alisha, Jared, me, Kim, and Jenelle

Notes

Cin7

Completed

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

Notes

DeepL

Completed

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

Notes

Doubleverify

Completed

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

Notes

Notes

Notes

Other Admin

Completed

  • Workato webhook endpoint update. See thread with Austin, Tom, etc. - 05-01-2025
  • Workato contract - schedule meeting for week of 16th with Larry and Andy. - 06-02-2025
  • Await Lukasz direction on changing the Artera and Hanna University Looks once the new explores are created. - 04-24-2025
  • 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

Notes

Pipedrive

Completed

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

Notes

Sandata

Notes

Walmart Scintilla

Completed

  • Make the Basic LMS view templates live in prod. Due May 19th - 04-23-2025

Notes

Walmart Supplier

Completed

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

Notes

Walmart Volt

Completed

  • Start compiling ticket list and notes to send to Dan Kardell. - 04-23-2025

Notes

Williams-Sonoma

Completed

  • 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

Notes

Wood Mackenzie

Tasks

  • 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.
  • Follow up on 8/7 around sharing ILT recordings as a course activity or something else
  • When Allyson returns: follow up on using quizzes as surveys. Reference Big Ideas.
  • PoC Dashboard, Date range should be based on Earliest Activity View - they can get enrollment dates from other reports. But if someone was enrolled 2 months ago but hasn't really viewed activities until the last 2 weeks and the filter shows 7 days ago, they want to see those activity views within the last 7 days.
    • What courses are popular and what companies are digging into the academy. And also understand why is activity 0 for one course but 39 for another. Is this a marketing solution (outreach to enrollments) or content (improve delivery).
    • Allyson cares less about what courses are popular and what is driving adoption.

Completed

  • Add Associated ILTs to the course overview page. Ref: SPS Training Centre.
  • Record screen recording of how to config this.
  • Send email follow up about data extracts.
  • Set default font in LX to Arial 18px

Notes