Planned

Horizon Cockpit: Task View Please

  • 1 December 2020
  • 15 replies
  • 124 views

Userlevel 6
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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. 

 


15 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
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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
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This would make our team’s lives so much easier! 

Userlevel 6
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+1 - at a minimum there needs to be a way to ‘expand all’ collapsed CTA tasks.

Userlevel 7
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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.

Userlevel 7
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Agree @bradleymcg  - having a “Next Task Due Date” column doesn’t solve the problem. ‘Having to sort by task due date and then jumping into the cta instead of just seeing the task is a step backwards” is 100% correct.

As one of our users said yesterday “It seems that the new Cockpit shows only the due date of the whole CTA and not the due date of specific tasks assigned to a CTA.  It’s really difficult to get a proper overview of my tasks now.”

@sriram pasupathi  We just released this yesterday and are already getting backlash on this.  Can this be fast tracked for correction?  cc: @minh_phan 

 

Userlevel 6
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This is something our CSMs have consistently asked for. It would be great for them so they can see all the tasks that are due by their due date. Feedback is that it only shows the overall CTA due date so CSMs feel like they miss the steps

Userlevel 7
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@sai_ram Can we update the status on this so it isn’t “waiting for a response?” This is much bigger than one customer and shouldn’t be held up on a reply from one person.

Userlevel 7
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I also want to note that when sorting by next task due date, if a CTA has no tasks, or all the tasks are complete but the CTA is open, they all get grouped at the bottom which isn’t helpful. There are reasons to keep a CTA open, even if the tasks are complete.

Userlevel 5

Hello everyone, we have planned this in our immediate roadmap. We will ship it by Q2.

Userlevel 7
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Hello everyone, we have planned this in our immediate roadmap. We will ship it by Q2.

Love it.

Userlevel 7
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Awesome update :heart_eyes:  Can’t wait

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