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Jef Vanlaer
Jef Vanlaer
Helper ⭐️⭐️⭐️
October 16, 2020

New Horizon Experience cockpit: tasks in CTAs assigned to someone else

  • October 16, 2020
  • 8 replies
  • 155 views

I was checking the documentation for the new Cockpit implementation with Horizon Experience at https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/02User_Guides/Cockpit_New_Functionalities_and_Improvements_(Horizon_Experience) and noticed the following comment:

 

  • My CTAs view does not display CTAs where you own a task but does not own the CTA.

 

As we often have CTAs assigned to 1 person and tasks to someone else, this feels like a blocker to switch to the new experience. Will this be addressed in an upcoming release?

      8 replies

      ankush_thakur
      ankush_thakur
      Contributor ⭐️⭐️
      October 16, 2020

      Hi Jef

      Based on the recent feedback that we received, we have planned to implement this soon and we’ll keep you all updated.

       

        ankush_thakur
        ankush_thakur
        Contributor ⭐️⭐️
        October 19, 2020

        Hi @Jef Vanlaer 

         

        Just wanted to let you know that we’ve now restored the earlier functionality of My CTAs. So, My CTAs will show you even those CTAs where you own the task but not the CTA.


        There shouldn’t be any blocker for you now in the new Cockpit UI :slight_smile:
         

          Jef Vanlaer
          Jef VanlaerAuthor
          Helper ⭐️⭐️⭐️
          October 19, 2020

          Thanks for restoring and the quick update @ankush_thakur 

            gunjanm
            gunjanm
            Expert ⭐️
            November 12, 2020

            @ankush_thakur we actually would like the opposite - our CSMs see too many CTAs in their Cockpit that are still open and owned by others, but their own tasks are completed. This makes their Cockpit look too busy. How can we toggle against this? cc @foster.sean92 @lindseyyoung5 @john_cascarano 

            Gunjan
              ankush_thakur
              ankush_thakur
              Contributor ⭐️⭐️
              November 13, 2020

              Hi @gunjanm 

              As of now, there is no toggle as such. We’ve just restored the original functionality of My CTAs.

              But I agree with your point, the no. of CTAs will increase in that view which will make that view look busy. We’ll discuss it internally within our team and see if there is any easy workaround available here.


              @aditya_marla ++

              gunjanm
              gunjanm
              Expert ⭐️
              November 13, 2020

              Thanks @ankush_thakur please keep me posted, as this was communicated to us as being a bug that we would be exposed to when migrating to NXT but fixed with the Horizon Experience in Cockpit. We were very unhappy to learn that this was actually intended functionality, as it is discouraging the use of cross-collaborative playbooks due to noise. 

              cc @john_cascarano @lindseyyoung5 @foster.sean92 

              Gunjan
              sriram pasupathi
              sriram pasupathi
              Helper ⭐️⭐️
              November 19, 2020

              @gunjanm We are planning to solve your problem through a different view (shows only CTAs and tasks assigned to you). This is in our near term roadmap (next two quarters).

                sai_ram
                sai_ram
                Expert ⭐️⭐️
                November 19, 2020

                @All, changing this to idea post for better tracking purpose.

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