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Response from Customer

Horizon Cockpit: Task View Please

  • 1 December 2020
  • 8 replies
  • 80 views

Userlevel 6
Badge +1

Our users have often requested the ability to have a view into their TASKS only via the Cockpit. It is presently observed that the CTA Name field is mandatory and therefore will not allow for a custom VIEW of only tasks to be created.  Could it please be possible to allow for a Custom Admin VIEW to be deployed for this?? 

We’ve used a “work-around” by adding the “Next Task Due Date” column to the UI, but that doesn’t quite satisfy our user story on this one.  Can this please be considered? The Cockpit is our central work-hub and we should not force our CSM’s to click to a Dashboard to try to get this info. 

 


8 replies

Userlevel 7
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@keith_mattes Great to hear that the Cockpit is your highest usage! I acknowledge your request, I am redirecting this to our product team. Thanks!!

Userlevel 5

@keith_mattes Are you looking for a view where the user wants to see only their tasks as list and not the CTA of those tasks?

Userlevel 6
Badge +1

Yes, that is precisely what they have been asking for! We are an extremely CTA/Cockpit focused CS org and users would like a “Task Only” view in the Cockpit.

If there was a drop-down or a toggle or even a Custom View, that would likely work?  Happy to discuss or seek more feedback from our CSM’s.

Userlevel 7
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@jamieordway @ashleyyoung @lindseyyoung5 

  
End Proctoring-
 
Userlevel 7
Badge +2

 

This would make our team’s lives so much easier! 

Userlevel 5
Badge +1

+1 - at a minimum there needs to be a way to ‘expand all’ collapsed CTA tasks.

Userlevel 6
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Task view would be very useful. We just switched to Horizon and this has been a big complaint from our end users, that they don’t have this view. I like @keith_mattes workaround, but I also agree it doesn’t really fit the use case here of “when is the next thing due?” which more often than not is a task, as part of a CTA. Having to sort by task due date and then jumping into the cta instead of just seeing the task is a step backwards imo.

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