Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.
+1.
We can move towards to Right side, but not to the Left side on any field in CTA Section.
Hey! I was checking out the new view on GS, and noticed that adjusting columns is difficult. You can’t shrink them to the size you want, and you can’t expand columns without having the columns to the right be pushed farther out of view. See video for reference.
https://share.vidyard.com/watch/DoPZ74CDXGJuoND5qkcnGP?
Ex:
Unsure if I should start a new post for this one, but we also lost the ability to have 2 groupings. For example, you can only organize by “Next Task Due Date” or “Type”, whereas before we could do both. Adding onto this, I can no longer see the Task’s due date, only the CTA due date, when I am grouping by Type.
Only being able to see the due date of the CTA is misleading, especially in cases where there are multiple stages involved (e.g. send email reminder on 11/2/20, schedule SBR on 12/2/20, seasonal prep on 4/1/20, due date of CTA 4/1/20). I’ve already missed a couple Task due dates for customers because their CTAs aren’t due for awhile, but a task was.
Nvm on the last comment, I found a way to add “Next Task Due Date” as a column.
It should not be buggy. :)
I’ve asked for our Product leads on this feature to take a look.
The task’s due date which was shown below the tasks in the old interface has been moved to a new column called “Next task due date”. Please add that column to your CTAs and you should have that capability.
In old interface, you could group only by one criteria. Can you please clarify what you meant by 2 groupings? Thanks.
I don’t have a screenshot of the old interface… But beforehand we could have the primary grouping be “Type”, for example, and then also be able to have the CTAs within each Type be organized by “Due Date.”
This functionality is still available. You can group by “Type” in the dropdown and you can organize (i.e. sort) by selecting the column header based on which you want to organize.
We have moved the “sort by” (i.e. organize) from drop down to column header.
Using your image to point out the areas to click:
Thanks in advance!
Is sticky Cockpit column widths a related Idea here or should I create something new for that?
Since we are unable to shrink the columns, it would be helpful if they were narrower to begin with, since the option exists to expand them to any size we prefer
Hello Everyone!
I’m happy to announce that your request has been implemented in Gainsight NXT (link). The Cockpit Horizon Experience now gives CSMs more control over column width, and preserves changes to column width when the page refreshes.