My customer would like the ability to create tasks from the My Portfolio or Customer health type of reports in a Dashboard. The use-case is during 1:1s managers would like to easily be able to go through each account and add the task from a dashboard view instead of having to open each C360, navigate to Cockpit to then create the task. Can we consider an enhancement request to accomplish this?
Task Creation from Dashboard Reports
+6Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.