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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

bradley
Expert ⭐️
March 18, 2021

@sai_ram Can we update the status on this so it isn’t “waiting for a response?” This is much bigger than one customer and shouldn’t be held up on a reply from one person.

bradley
Expert ⭐️
March 18, 2021

I also want to note that when sorting by next task due date, if a CTA has no tasks, or all the tasks are complete but the CTA is open, they all get grouped at the bottom which isn’t helpful. There are reasons to keep a CTA open, even if the tasks are complete.

sriram pasupathi
Helper ⭐️⭐️
March 25, 2021

Hello everyone, we have planned this in our immediate roadmap. We will ship it by Q2.

bradley
Expert ⭐️
March 25, 2021

Hello everyone, we have planned this in our immediate roadmap. We will ship it by Q2.

Love it.

Helper ⭐️
April 3, 2021

Awesome update :heart_eyes:  Can’t wait

Anastassia Goidina
mindym
Contributor ⭐️⭐️⭐️⭐️
April 22, 2021

Do we have a date for this yet? What does Q2 mean…? Does that mean by end of June at the latest? My team is very anxious for this and our use case is a little different than those mentioned above. It’s our CSAs who will most benefit from a task view since they get assigned to tasks within CTAs, but might not care about the whole CTA at all, just their portion.

 

And when this does become available, will it be an option within the c360/r360 cockpits as well?

sriram pasupathi
Helper ⭐️⭐️
May 12, 2021

@mindym Q2 is May-July timeframe. This mean end of July latest.This view will be available in both C360 and R360 cockpits too.

sriram pasupathi
Helper ⭐️⭐️
July 9, 2021

Hello everyone, we are working on the task view. We observe that the number of tasks are, on an average, 3 to 4 times more than the number of CTAs. This will have an impact on the performance. To keep the cockpit performant, we are evaluating to restrict the view to filter tasks for a 3 month timeframe (user/admin can define which 3 months in view creation and this can be any three months). Would this filter pose a challenge for your workflows?

 @keith_mattes @gunjanm @darkknight @bradley @kellyrogers98 @davebrown2242 @andreammelde @mindym 

keith_mattes
Helper ⭐️⭐️
July 9, 2021

I would say that providing performance-centered “chunks” of the data that aligns with business needs would be an adequate first step with this and a huge win for our CSMs.  So this would be providing an individual quarter at a time? Would there be any other flexibility with the view/filter where they can set their own 3 month timeframe? 

Thank you for taking this up and providing an update.

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
andreammelde
Helper ⭐️⭐️
July 9, 2021

This would still work for us. Ideally, the CSMs are wanting to see what tasks they have due in the next few weeks, so they are not going to be looking further than 3 months ahead at any given time

Andrea Carroll