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Contributor ⭐️
June 11, 2020
Released

View cockpit by tasks

Related products:CS Cockpit & Playbooks
  • June 11, 2020
  • 19 replies
  • 484 views

I want to be able to view Cockpit listed by tasks and due date not by CTA. I.e. I can have a to-do list view of tasks to review on a daily or weekly basis. There doesn’t seem to be a way to do this. Does anyone know how?

    19 replies

    john_apple
    Expert ⭐️
    June 13, 2020

    Cockpit is organized at CTA level. You can sort by Due Date which will include Tasks overdue or due today at the top even if the CTA is due later.

    A report of Tasks could be created and organized by Due Date and then the report could be added to a Dashboard to work off of.

    I believe there have been requests on the Community for being able to organize Cockpit by Task. 
    @aditya_marla 

    sai_ram
    Expert ⭐️⭐️
    July 27, 2020

    @john_apple and @david.lane changing this to idea post for better tracking. This is in our near term road-map, I will update you here once we push this to release. Thanks!

    sacha
    Contributor ⭐️⭐️⭐️⭐️⭐️
    December 7, 2020

    Sounds like this is already happening, but popping in another vote here. CSMs find it annoying to see CTAs in Cockpit for which they’ve already completed the tasks assigned to them. Thank you!

    sai_ram
    Expert ⭐️⭐️
    December 17, 2020

    Sounds like this is already happening, but popping in another vote here. CSMs find it annoying to see CTAs in Cockpit for which they’ve already completed the tasks assigned to them. Thank you!

    @sacha Thanks for your vote!

    sriram pasupathi
    Helper ⭐️⭐️
    December 18, 2020

    @sacha The problem you have mentioned will be solved in the next release. CSMs won’t see CTAs in cockpit for which they’ve already completed the tasks assigned to them.

    Contributor ⭐️⭐️⭐️⭐️
    January 11, 2021

    @sriram pasupathi  - That’s great to hear! When you say next release are you referring to 6.21 or the 6.22 release?

    bradley
    Expert ⭐️
    January 11, 2021

    Looking forward to this!

    sriram pasupathi
    Helper ⭐️⭐️
    January 13, 2021

    @josh.berger We are expecting this to go in 6.21 release.

    CSMs won’t see CTAs in cockpit for which they’ve already completed the tasks assigned to them.

    Helper ⭐️⭐️⭐️
    February 2, 2021

    Hello Everyone!

    Happy to announce that your request has been considered and included as part of the v6.21 release. My CTAs view in the new Cockpit (Horizon) consists of CTAs assigned to a logged-in user, along with the CTAs in which the logged-in user owns a task. However, CTAs are automatically removed from the view when the owned task is closed from the CTA that is not owned by the logged-in user.

    This feature is only applicable to the new Cockpit on Horizon Experience. Click here for more information.

    Thanks for posting!

    sai_ram
    Expert ⭐️⭐️
    February 26, 2021

    I want to be able to view Cockpit listed by tasks and due date not by CTA. I.e. I can have a to-do list view of tasks to review on a daily or weekly basis. There doesn’t seem to be a way to do this. Does anyone know how?

    @david.lane There are two different asks here,

    What @rakesh_lingala mentioned is implemented(CSMs won’t see CTAs in cockpit for which they’ve already completed the tasks assigned to them) and the original ask(View cockpit by tasks) is not implemented. So changing the status to partially fixed. 

    View cockpit by tasks is in our near term road-map. sorry for the confusion.