CTA Due Date should reflect due date of next open Task in Playbook
None
For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series. It would be helpful if the CTA Due Date could reflect the next Task due in the series of Tasks.
If Cockpit is sorted by Due Date, end-users can essentially now see their list of Tasks in chronological order vs having to expand the Tasks and filter through them to see which ones are coming due.
If Cockpit is sorted by Due Date, end-users can essentially now see their list of Tasks in chronological order vs having to expand the Tasks and filter through them to see which ones are coming due.
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I will update again as we start making progress.
Then I added it to the "My Customers" layout. But of course it doesn't provide the interactivity of Cockpit, so it's really a hack/band-aid.
I'd love for my CSMs to be able to find the most egregiously overdue Task, but still have the CTA due date display based on when the whole set of Tasks is supposed to be done. Maybe the CTA should show two (sortable & groupable) dates in the Cockpit: Next Task Due and CTA Due
We are planning to make significant changes in cockpit UI experience and this functionality is a part of this project. ETA tentatively spring release.
Thanks,
Nitisha
The Group By option is a little confusing because it doesn't indicate which Due Date is being used for Grouping.
I still don't see any way to sort by Task Due Date.