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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 ⭐️
July 9, 2021

@sriram pasupathi I agree with @andreammelde I don’t know that CSMs would need to see tasks >3 months out. I think as long as we aren’t restricted to calendar quarters and you can have dynamic filters like “next N months” along those lines that should work. Would there be the ability to have pagination so that farther in the future tasks can be viewed without needing to change the filter?

Thanks for checking in!

sriram pasupathi
Helper ⭐️⭐️
July 13, 2021

@keith_mattes @bradley The idea is to have a dynamic filter for any three adjacent months. Example: Past 3, next 3, Past 2 and next 1, Past 1 and next 2 or custom selection (Jan-Mar).

@bradley We can’t paginate since only the data will be loaded in the server side. You need to change the filter to get the tasks for a different timeframe.

keith_mattes
Helper ⭐️⭐️
July 13, 2021

@sriram pasupathi for us, this would be an acceptable update since we do quarter by quarter analysis.  I also vote we somehow name  the task view after @bradley , honorarily :) 

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
bradley
Expert ⭐️
July 13, 2021

@sriram pasupathi for us, this would be an acceptable update since we do quarter by quarter analysis.  I also vote we somehow name  the task view after @bradley , honorarily :) 

Haha the honor should at least be shared!

Contributor ⭐️⭐️
July 22, 2021

+1 on this demand. Do you have visibility on the implementation of this feature in terms of deadline ? 

sriram pasupathi
Helper ⭐️⭐️
July 29, 2021

@mandy.j This is one of the roadmap items we have picked for this quarter (August-october) timeframe. 

sriram pasupathi
Helper ⭐️⭐️
September 9, 2021

Update: Hello everyone, due to implementation complexity, we have reprioritized this for next quarter (Nov - Jan). Thank you for understanding.

bradley
Expert ⭐️
September 9, 2021

Update: Hello everyone, due to implementation complexity, we have reprioritized this for next quarter (Nov - Jan). Thank you for understanding.

@sriram pasupathi thanks for posting an update on this

Contributor ⭐️⭐️
September 16, 2021

Need to be able to work at the task level - not the CTA level. Today I have to open every one of my CTAs to see what tasks I need to complete today or this week. I care about the due date on my tasks far more than the due date on a CTA.

sriram pasupathi
Helper ⭐️⭐️
September 22, 2021

@Richards Thanks for your feedback Richard. I think that task view will help in your use case. We are working on it and plan to release it in November - January timefame.