The My CTAs default view can not be edited, We have a need to edit to eliminate confusion amongst our CSMs where Tasks are appearing in the My CTA view.
- The My Tasks list shows just Tasks.
- The My CTAs list shows CTAs & Tasks.
Possible solution(s):
- Edit “My CTAs” view to be called “My CTAs & Tasks”
- Create a new view for “My CTAs” filtered to just CTAs.
This way there’s 3 Default Views that covers these basic scenarios:
- My CTAs
- My Tasks
- My CTAs & Tasks