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jon_harris
jon_harris
Contributor ⭐️⭐️⭐️
November 1, 2018
Solved

Cockpit showing CTAs with outstanding tasks owned by other users

  • November 1, 2018
  • 4 replies
  • 103 views
In our company we have accounts with allocated CSMs and AMs. For some of my CTAs I have tasks owned by the AM. I have completed all my tasks in the CTA but the AM still has at least one outstanding. Am I able to set it so that my Cockpit only shows CTAs with outstanding tasks in my name. Adoption rates with the AMs is low so my cockpit is filling up with overdue CTA/Tasks that need no action by me.

Best answer by dan_ahrens
In that case, Jon, you'll have to either chase down the individuals who own open tasks on the CTAs that you are the owner of, or reassign those CTAs to a new owner, to get them to disappear from your cockpit.

4 replies

dan_ahrens
dan_ahrens
Expert ⭐️⭐️⭐️
November 2, 2018
Hi Jon, for those CTAs are you still the overall owner or is the CTA itself owned by others?

VP of Customer Success at Forcepoint
jon_harris
jon_harrisAuthor
Contributor ⭐️⭐️⭐️
November 4, 2018
The CTAs are owned by me. I have been wondering if there are no tasks left in my name then I should change the CTA ownership to the person who still has active tasks.

dan_ahrens
dan_ahrensAnswer
Expert ⭐️⭐️⭐️
November 5, 2018
In that case, Jon, you'll have to either chase down the individuals who own open tasks on the CTAs that you are the owner of, or reassign those CTAs to a new owner, to get them to disappear from your cockpit.

VP of Customer Success at Forcepoint
    jon_harris
    jon_harrisAuthor
    Contributor ⭐️⭐️⭐️
    November 6, 2018
    Thanks, Think we are going to change the CTAs into the other users name. Thanks for your help.

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