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