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tim_anderson
Contributor ⭐️⭐️
April 30, 2015
New Idea

CTA Due Date should reflect due date of next open Task in Playbook

  • April 30, 2015
  • 17 replies
  • 169 views
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.

    17 replies

    seth
    Expert ⭐️
    January 13, 2017
    Not that I'm aware of 😕
    AI Transformation @ Gainsight
    nitisha_rathi
    Expert ⭐️⭐️
    January 16, 2017
    Hi,

    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
    melissa_terrell
    Helper ⭐️
    April 6, 2017
    Any update on the ability to sort CTAs in cockpit by task due dates? 
    amanda_kamich
    Contributor ⭐️⭐️
    March 8, 2018
    Definitely want to be able to sort in cockpit by task due dates!!
    amanda_kamich
    Contributor ⭐️⭐️
    March 8, 2018
    I noticed that the header of this Idea says "Implemented", but don't see any notes about it being implemented, and can't figure out how to do this with current functionality.  What is the status?
    sam_buddery
    Gainsight Employee ⭐️⭐️
    March 28, 2018
    From what I can see, this has been implemented in Cockpit as well as Success Plans (in Obectives).
    amanda_kamich
    Contributor ⭐️⭐️
    April 2, 2018
    Ok, I see the CTAs grouped  by Task due date now using Group By "Due Date (Due)".  I'm not sure why I didn't see it before!  

    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.