Cockpit Collapse - Expand All

Hi Bryan,

There is an option to Collapse All CTA's or Expand All based on group by field under cockpit page.

Please have a look at the screenshot attached and let me know if this helps.

You can group by on the highlighted field and then you will be able to use expand/collapse all based on the field selected under this group by field.

I think Bryan is referring to an expand/collapse all for the tasks under the CTAs - not the CTA groupings. But I may be misremembering a past conversation!

Hi Bryan,

We do have a collapse/expand all toggle at the top - see screen recording below:

While it is not sticky, it is only a single click and also best supports the ability for a user to see all their CTAs at a glance (with tasks rolled up) as the first look they see when visiting the page. Expanding all tasks by default (or by sticky) would make it harder to manage all CTAs as a whole and to notice when new CTAs have been added to the user's Cockpit.

Thanks both for the responses, very cool someone is actually reading this! I could have been more specific to say an Expand All by CTA Grouping.

I would have my Objectives rolled up because they deal with Success Plans that I'm aware of and have more CTAs than any other group. As you'll see in the screenshot, this user has many Objectives as part of his implementations and if the list is expanded, he won't see any new Risks.

Hi Bryan,

We are glad that you're posting and sharing on community!

One option if you want to focus on just some specific types of CTAs is to create a custom view: https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/04_Create_Custom_Views_in_Cockpit

It's challenging to get the users to look at a refined functionality like filters although I've shown it to our champions and it's expanding slowly. Better yet is if the administrator can change the default order of the CTA Groups so I can put Risks at the top followed by Lifecycle?

Hi Bryan,

Thanks for sharing the feedback. One possible workaround is to change the name of "Risk" to something like "1-Risk". This will make it show up on the top (vs being displayed alphabetically)

Would that work for you?

Aditya,

I'm seriously considering this option as I think it's very important to get the risks in front of the CSMs. I've searched but can't find the option to rename Risk.

Hey Bryan, you can change this under Administration > Calls to Action > section named Call to Action Type - you'll click into the cell for "Risk" and rename it as preferred, then click the floppy disk to save. This is what you're looking for:

I see this was marked 'workaround available' but I'd like to 2nd the fact that actually being able to collapse/expand all for cockpit groups would be really helpful. I've had a couple of CSMs request this. Currently, they have to click on the arrow for each group. Most of our group by CTA Type and have potentially 8+ different CTA types it takes a while. We're not looking to highlight just 1 type (like Risk CTAs) but it is helpful when managing their day if a CSM can see the overall count of how many CTAs they have in each group at a glance.