Cockpit: List View | CTA's due today or past due
None
Hey folks!
I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thought I had this working, but noticed today, I had one past due task within a CTA that wasn't populating.
Here is what I have for filter settings...
A. Assignee = (me)
B. Snoozed = false
C. Status Reporting Category includes Open
D. Due Date <= Today
Currently I am only seeing CTA's with tasks that are due today and not past due ones such as those due yesterday? Any help on getting this filter criteria setup would be most appreciated.
Thanks!
Josh
I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thought I had this working, but noticed today, I had one past due task within a CTA that wasn't populating.
Here is what I have for filter settings...
A. Assignee = (me)
B. Snoozed = false
C. Status Reporting Category includes Open
D. Due Date <= Today
Currently I am only seeing CTA's with tasks that are due today and not past due ones such as those due yesterday? Any help on getting this filter criteria setup would be most appreciated.
Thanks!
Josh
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The fastest way to get where you're going might be Cockpit Calendar View :-) Have you tried that yet?
If you remove the Snoozed=false filter do they show up again? Snoozed CTAs (even if past due) won't show up with that filter set you have.
Sorry that you are still having issues. Sounds like you might want to open a support case as something is definitely fishy. I tried to duplicate your scenario in a test org and wasn't able to get the behavior you're describing so support might have to dig a bit further to get you sorted out.
When you mention "CTA's with tasks that are due today and not past due "....the cockpit filters only work on CTA due dates....i.e based on your filter you will see all CTA's that are due today/past due date (and not CTAs that have tasks that are overdue). Hope this helps
Regards
If at all you want to work/make changes on report,its not possible.
@All, Please hit +1 or Me Too to increase the priority
Thanks for posting