Cockpit Collapse - Expand All
None
It would be helpful to have a Collapse All - Expand All toggle at the top that is sticky.
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There is an option to Collapse All CTA's or Expand All based on group by field under cockpit page.
Please have a look at the screenshot attached and let me know if this helps.
You can group by on the highlighted field and then you will be able to use expand/collapse all based on the field selected under this group by field.
We do have a collapse/expand all toggle at the top - see screen recording below:
While it is not sticky, it is only a single click and also best supports the ability for a user to see all their CTAs at a glance (with tasks rolled up) as the first look they see when visiting the page. Expanding all tasks by default (or by sticky) would make it harder to manage all CTAs as a whole and to notice when new CTAs have been added to the user's Cockpit.
I would have my Objectives rolled up because they deal with Success Plans that I'm aware of and have more CTAs than any other group. As you'll see in the screenshot, this user has many Objectives as part of his implementations and if the list is expanded, he won't see any new Risks.
We are glad that you're posting and sharing on community!
One option if you want to focus on just some specific types of CTAs is to create a custom view: https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/04_Create_Custom_Views_in_Cockpit
Thanks for sharing the feedback. One possible workaround is to change the name of "Risk" to something like "1-Risk". This will make it show up on the top (vs being displayed alphabetically)
Would that work for you?
I'm seriously considering this option as I think it's very important to get the risks in front of the CSMs. I've searched but can't find the option to rename Risk.
We’re looking for the basic expand/collapse functionality as well.
I see this was marked 'workaround available' but I'd like to 2nd the fact that actually being able to collapse/expand all for cockpit groups would be really helpful. I've had a couple of CSMs request this. Currently, they have to click on the arrow for each group. Most of our group by CTA Type and have potentially 8+ different CTA types it takes a while. We're not looking to highlight just 1 type (like Risk CTAs) but it is helpful when managing their day if a CSM can see the overall count of how many CTAs they have in each group at a glance.
Thirding this request! We’ve had several CSM’s request this basic functionality of expanding and collapsing all groups - not tasks for CTA’s. If sorted by customer, it can become very messy having all categories open and multiple CTA’s below for each. Custom Views are an inefficient use of time when you have multiple categories, and doesn’t allow for quick and easy viewings of to-dos.
Is there a way to do this yet as a CSM in the Gainsight NXT environment? I haven’t found a way to do this yet, but my CSMs are asking for an Expand/Collapse all button on the Cockpit page. Thank you!
We also have users asking for this functionality, expand/collapse all groups.
First post here. Was linked by a peer. We run Gainsight NXT within SFDC. (Lightning, if it matters.)
Speaking as a CSM, I typically have (2) Cockpit tabs open due to the lack of this functionality. Consider the following Cockpit view options: Due Date & Company > Relationship.
While I might spend 70% of my time in the former, as it ensures timely action, I easily spend 30% of my time in the latter. The Company > Relationship view helps me keep customers better informed and drive longer term initiatives. It also reduces the volume of email I have to send, as I can mention multiple things in a single email, instead of waiting for multiple CTAs to come due on the same date.
Compare, “Yes, we can modify that report to suit this need” to “Yes, we can modify that report to suit this needs AND we could also modify these others while we’re at it, setting us up for success with that other initiative we discussed for next quarter.”
I have >40 accounts, representing >120 relationships, each with 4-40+ outstanding CTAs. A third to a quarter of these CTAs are auto-generated, so being able to quickly review the backlog when responding to ad hoc requests helps keep me out of the weeds.
Absent a collapse/expand all button on the Company > Relationship view, I have to manually collapse >40 CTA groups (by company) a dozen or so times a week in order to make the view usable. I try getting around this by using two browser tabs, but I’ll invariably click out of the view for something, or come back to it and find the page reloaded on its own and then I have to all the way through the page again, top-to-bottom, collapsing >40 sections.
It’s a distracting waste of time. Customer Success is all about keeping the big picture in mind in order to shepherd customers to positive business outcomes. But nevermind that—one SaaS worker to another, how often do you want your customers having to make more than a couple clicks on a screen after implementation?
“Lazy loading” items below the fold is fine. Adding this functionality would deliver a 10X benefit to end users. Please and thank you.