Feature Request
As a CSM, I want the work that I update within the CTA Pane to automatically refresh and update the view of that CTA in the Cockpit list area so that I can continue to work down my list of CTAs without needing to constantly refresh the webpage.
Current Painpoint
- When updating information within a CTA itself (the 1/3 pane), any changes made do not reflect in the Cockpit view of that CTA without a full webpage refresh/reload.
- CSMs will often change a CTAs Status, Due Date, Close Tasks, etc. within the CTA pane as they work through and update it… not having it reflect in Cockpit is both confusing and frustrating as they want to continue down their list of work and CTAs without needing to refresh to know where they are at everytime.
- Example: Marking a CTA as “Closed - Success” in the CTA Pane does not cross off the CTA or change the Status in the Cockpit… it remains at it’s previous “New” or “Work in Progress” status and appears to remain open until refreshing.
- The opposite behavior works… if I click the Check Circle of a CTA in the Cockpit area, it DOES automatically refresh the CTA pane with the changed Status of “Closed - Success” but not the other way around.