Skip to main content
keith_mattes
keith_mattes
Helper ⭐️⭐️
December 1, 2020
New Idea

Horizon Cockpit: Task View Please

  • December 1, 2020
  • 37 replies
  • 573 views

Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created.  Could it please be possible to allow for a Custom Admin VIEW to be deployed for this?? 

We’ve used a “work-around” by adding the “Next Task Due Date” column to the UI, but that doesn’t quite satisfy our user story on this one.  Can this please be considered? The Cockpit is our central work-hub and we should not force our CSM’s to click to a Dashboard to try to get this info. 

 

    37 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    December 2, 2020

    @keith_mattes Great to hear that the Cockpit is your highest usage! I acknowledge your request, I am redirecting this to our product team. Thanks!!

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      January 28, 2021

      @keith_mattes Are you looking for a view where the user wants to see only their tasks as list and not the CTA of those tasks?

        keith_mattes
        keith_mattesAuthor
        Helper ⭐️⭐️
        January 28, 2021

        Yes, that is precisely what they have been asking for! We are an extremely CTA/Cockpit focused CS org and users would like a “Task Only” view in the Cockpit.

        If there was a drop-down or a toggle or even a Custom View, that would likely work?  Happy to discuss or seek more feedback from our CSM’s.

        Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
          gunjanm
          gunjanm
          Expert ⭐️
          January 28, 2021

          @jamieordway @ashleyyoung @lindseyyoung5 

            
          End Proctoring-
           
          Gunjan
          darkknight
          darkknight
          Expert ⭐️
          January 28, 2021

           

          Jeff Kirkpatrick
            kellyrogers98
            Contributor ⭐️
            January 28, 2021

            This would make our team’s lives so much easier! 

              davebrown2242
              davebrown2242
              Helper ⭐️
              January 29, 2021

              +1 - at a minimum there needs to be a way to ‘expand all’ collapsed CTA tasks.

              DB
                bradley
                bradley
                Expert ⭐️
                February 22, 2021

                Task view would be very useful. We just switched to Horizon and this has been a big complaint from our end users, that they don’t have this view. I like @keith_mattes workaround, but I also agree it doesn’t really fit the use case here of “when is the next thing due?” which more often than not is a task, as part of a CTA. Having to sort by task due date and then jumping into the cta instead of just seeing the task is a step backwards imo.

                  darkknight
                  darkknight
                  Expert ⭐️
                  March 11, 2021

                  Agree @bradley  - having a “Next Task Due Date” column doesn’t solve the problem. ‘Having to sort by task due date and then jumping into the cta instead of just seeing the task is a step backwards” is 100% correct.

                  As one of our users said yesterday “It seems that the new Cockpit shows only the due date of the whole CTA and not the due date of specific tasks assigned to a CTA.  It’s really difficult to get a proper overview of my tasks now.”

                  @sriram pasupathi  We just released this yesterday and are already getting backlash on this.  Can this be fast tracked for correction?  cc: @minh_phan 

                   

                  Jeff Kirkpatrick
                    andreammelde
                    andreammelde
                    Helper ⭐️⭐️
                    March 11, 2021

                    This is something our CSMs have consistently asked for. It would be great for them so they can see all the tasks that are due by their due date. Feedback is that it only shows the overall CTA due date so CSMs feel like they miss the steps

                    Andrea Carroll
                      Show more replies
                      Terms & ConditionsAccessibility statement