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christine_melnyk
christine_melnyk
Contributor ⭐️⭐️
June 7, 2018
Solved

Success Plan Objectives - Timeline tasks not showing up in Cockpit

I'm working on a Success Plan - the thought is in the Objectives CSMs will enter the over-arching goal, and post the specific steps to get there in the 'timeline' section of each objective. That way a record is kept in timeline (under a specific activity type), and they to-do's will also show up in the CSM's cockpit. 

However, while the timeline entries are created, the tasks don't show up in Cockpit.

Has anyone else experienced this?
    tim_schukar
    tim_schukarAnswer
    Helper ⭐️⭐️⭐️
    June 8, 2018
    Hey Christine!

    To add to Aditya's comment, make sure your success plan is set to "Active" as well as make sure you aren't filtering out Type = "Objective" in your cockpit view.

    Thanks!

    Tim
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    3 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    June 8, 2018
    Hi Christine,

    Are you referring to the cockpit in 360? Is the option to "Show objectives in C/R360 cockpit" turned on? (In the Call to actions admin). Only when that is ON, will the objective CTA's start showing up in the 360 Cockpit. 
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      tim_schukar
      tim_schukarAnswer
      Helper ⭐️⭐️⭐️
      June 8, 2018
      Hey Christine!

      To add to Aditya's comment, make sure your success plan is set to "Active" as well as make sure you aren't filtering out Type = "Objective" in your cockpit view.

      Thanks!

      Tim
      Translate
        christine_melnyk
        christine_melnykAuthor
        Contributor ⭐️⭐️
        June 8, 2018
        Problem Solved! Thanks very much, both!
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