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Cockpit Pick List for Status

Related products:CS Cockpit & Playbooks

kiersti_felska
Really would be great if we could use have a filter just like type and priority on the cockpit view to filter on Status of CTA... I some time have hundreds of CTAs to be looked at and awaiting updates from other people and the status helps me know which ones i have worked or not worked... today i have to manually open each CTA to see what the status is. 

7 replies

lane_h
Forum|alt.badge.img+5
  • Helper ⭐️
  • 319 replies
  • April 7, 2016
Could you group by Status to accomplish this?


kiersti_felska
  • Author
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • April 7, 2016
the due date grouping is also needed to determine order to be worked... so it still cumbersome to do and i truly only want to see status l like it does for type and priority... 

evan_luberda
  • Helper ⭐️
  • 138 replies
  • May 17, 2016
Hi Kiersti,

In Cockpit I have the ability to group it by the status, but then sort it further by the due date. See screenshot below, would this resolve your use case?


kiersti_felska
  • Author
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • May 17, 2016
i currently due something like this but at times i have hundreds of CTA's to scroll through so would still like to be able to "Show" by status like we have for closed, important CTAs, snoozed CTAs, type, and priority, 

evan_luberda
  • Helper ⭐️
  • 138 replies
  • May 17, 2016
If you look at the left side of the screenshot you can select types, priorities and also there are three buttons next to "Show" and they outline closed, important and snoozed CTAs.

kiersti_felska
  • Author
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • May 18, 2016
i do understand this part.  I am requesting that we add "Status" as one of these options for Show ... and even "reason" would be a good one too 🙂

evan_luberda
  • Helper ⭐️
  • 138 replies
  • May 19, 2016
OH! My apologies Kiersti I misunderstood your comment. I am going to convert this over to an idea so that we can work on getting those added.

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