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How do I remove Canceled CTA's in the Cockpit without having to manually adjust the view options?


heather_bennis
When a CSM cancles a CTA, why would it still show in their Cockpit?  Is there a way to configure those to be removed from their standard Cockpit view?  If they've canceled the item, there's no useful reason to display it on their task list, correct? 

Best answer by lila_meyer

I see; that's a custom CTA status. I suspect that you need to change the Category tied to this status to one of the Closed options. It may be set to Open right now. Under Administration > Cockpit Configuration > CTA Status.

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3 replies

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • May 23, 2016
By canceled, do you mean deleted, or closed?

heather_bennis
  • Author
  • Contributor ⭐️⭐️
  • 4 replies
  • May 23, 2016
We have 'Canceled' as an option under the CTA Status. 

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • Answer
  • May 23, 2016
I see; that's a custom CTA status. I suspect that you need to change the Category tied to this status to one of the Closed options. It may be set to Open right now. Under Administration > Cockpit Configuration > CTA Status.


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