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tony_m_eb120e
tony_m_eb120e
Contributor ⭐️
October 3, 2016

Ability to view pending tasks in a simple viewing "Cockpit" style screen?

  • October 3, 2016
  • 12 replies
  • 92 views
Hi

What I’m looking for is a "Cockpit" style screen layout that shows
due tasks by date, not underneath CTAs.  

At the moment I’m having to click on each
individual CTA to see its tasks and then look at when a task is due. I’d
ideally like it so I can view a simple list of individual tasks by overdue, due today, this
week, this month format. (with possibly the ability to click onto an overall  CTA link if I've opened the task for more details)I know we can produce this via report, but this isn’t a quick
click/view and requires edits plus the necessity to “run” it each time we need
fresh info.

Could this be something you might consider adding to product?  If someone else knows a way to already get a view like this, then please let me know.

Many thanks!

      12 replies

      aviv_caspi
      aviv_caspi
      Contributor ⭐️⭐️⭐️⭐️
      October 4, 2016
      I totally agree with Tony. This is a problem that we have as well. The visibility in Cockpit for Tasks' Due Date is time consuming due to the fact we need to open the CTA itself and them look for the relevant task.

      This way we might miss tasks that needed to be done today/coming days.

      We would like to have a way to see Due Dates of tasks.
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        October 4, 2016
        Hi,

        Thanks for the post, totally makes sense. We are working towards improving cockpit experience and will improve tasks due date visibility too. ETA to be decided.

        Thanks,
        Nitisha
        sophie
        sophie
        Contributor ⭐️⭐️
        January 30, 2017
        Love this suggestion!

        Any ETA on where this is at? It would help my team adopt Gainsight and the Cockpit further.
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        January 31, 2017
        Hi All,

        We are thinking in the direction of adding a Task View and I would like to get your feedback on it. 
        This will be a "Cockpit" style screen that shows just tasks, not underneath CTAs.



        In this view you can -

        1. See the list of tasks grouped, sorted, filtered by various attributes (similar to cockpit list view)
        2. Add custom attributes in the task list view columns
        3. Expand the task to view/ change task attribute values
        4. Create inline tasks quickly instead of first creating a CTA and then a task under it. For creating inline tasks-
        • User has to enter account/ relationship and subject
        • Due date and owner will be auto-populated but can be changed
        • All other task attributes will be auto-populated
        • A CTA will be created automatically for the inline task, so these tasks will be visible in current cockpit view too
        • CTA name will be hyperlinked in the task



        Please let us know your feedback on it.

        Thanks,
        Nitisha
          sophie
          sophie
          Contributor ⭐️⭐️
          February 13, 2017
          Hey Nitasha,
          That would be great, that's exactly what the team are after!
          Dare I ask about an ETA? I'm asking too much, aren't I?!
          Sophie
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            February 14, 2017
            Hi Sophie,

            ETA is not decided yet, I will get back to you as soon as I have dates.

            Thanks,
            Nitisha
              sophie
              sophie
              Contributor ⭐️⭐️
              February 14, 2017
              Thanks Nitisha!
              (So sorry I spelt your name wrong!!)
              nitisha_rathi
              nitisha_rathi
              Expert ⭐️⭐️
              February 15, 2017
              No worries :) 
              laura_webster
              laura_webster
              Contributor ⭐️⭐️⭐️
              March 16, 2017
              Any chance it on a short term roadmap? We have users that are entering tasks in 2 different pieces of software due to concern about losing track of a task.
              sam_suhajda
              sam_suhajda
              Contributor ⭐️⭐️⭐️
              March 28, 2017
              This would be perfect! For our CSM's as well as our Director so they can at a glance see whats going on with the tasks. If the list view could be configurable as well, that would be icing on the cake!
              Show more replies
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