New Home Page: cannot unlink Portfolio and Cockpit
It seems that once we updated to the new Home Page layout we can no longer separate our Portfolio view from our tasks lists (cockpit view).
These are two completely separate widgets for our team, and have completely different use cases that make them important to be visible in separate areas.
I was super disappointed to hear there was no way to split them.
Tasks are now completely hidden within the home page. CTAs can be within the Summary Banner but again, our team relies on the tasks due that day/week and not the main CTA due dates.
Has anyone else found a workaround?
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Bumping this up, any help would be great for a workaround.
Hello @AlexaRubin,
I hope you're doing well today!
To optimize space, we've combined the My Portfolio and Cockpit widgets into one.
Although it may not be an ideal solution, you can try the following if accessing tasks is crucial:
When configuring the Portfolio Widget, there’s an option to select either Customers or Actions. By choosing Actions, you’ll see the Cockpit view exclusively.
For Portfolio details, end users can access the Portfolio Summary via the new Summary strip.
I hope this helps!
Cheers,
BhavaniPrasad @BVirodhula
@BVirodhula this is not at all something feasible for us. Our team requires both sections to be separate as the Portfolio is a larger widget where the team can mass-edit customer fields.
The CTA/Tasks (Actions) widget is where we see our daily to-dos as they relate to our customer base. It is now hidden :(
@AlexaRubin
Thank you for sharing your feedback.
I understand that keeping the Portfolio and CTA/Tasks widgets separate is crucial for your team, especially for mass-editing customer fields and managing daily to-dos.
At the moment, this seems to be the only workaround available. I recommend submitting an enhancement request through your CSM/CSSC for a more permanent solution.
Bumping this need. These need to be able to be separate widgets. CSMs need to see CTA details, and Customer details, separately, without tabbing between the two. These are two of the most important views in Home, and forcing them to be together in the same widget is extremely limiting.
Agreed with the OP & Sarah in that having the two in one in incredibly limiting from a user experience and requires far more clicks than necessary given the previous iteration. I’ve also heard similar feedback about Timeline & Calendar but to a lesser degree.
To optimize space, we've combined the My Portfolio and Cockpit widgets into one.
I’m a bit confused by this reasoning -- are there technical limitations I’m unaware of? Was there large user feedback to say having those as distinct widgets was taking up too much space? It doesn’t make any sense that this was the area that Gainsight decided to prioritize given the large number of other requests around poor UI & whitespace.
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