Acknowledged

Tasks display in drop down for Horizon view

  • 10 November 2020
  • 14 replies
  • 148 views

Userlevel 3

With the recent move to no long display tasks in a drop down below the CTA, our CSMs are now more challenged in editing and tracking tasks. This is for a couple of reasons: 

  1. This now adds additional clicks. Previously, we could select the task drop down and within the cockpit view easily see all tasks and due dates associated with that CTA. Adding extra clicks and burying tasks into a tab forces CMSs to take extra steps to see that information.
  2. Editing the due date of the CTA can inadvertently cause the CSM to edit the due date on tasks because they can no longer see tasks and CTAs at the same time. The experience now looks like this (editing the “test” CTA, which has 3 test tasks within it):
    1. Click on CTA due date from within the cock pit: 
    2. Select new due date and am prompted whether or not I want to change the due date of all Tasks. However, I cannot know this because I cannot see the tasks: 
  3. I can also edit the date from the details view. I click on the CTA to bring up details view. and then select a new due date: 
    1. I am asked if I want to edit the task due dates, yet still cannot see the tasks or their due dates:

       


14 replies

Userlevel 7
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@amanda.wachendorf Thanks for writing the feedback! and sorry for the trouble caused. I am redirecting this to our product team. 

Meanwhile I will also check if there is a way to do it.

Userlevel 5

@amanda.wachendorf 
1. You can open the tasks by directly clicking on the task count. It takes you to the exact tab without any additional click.

 

2. While there is no direct solution, you can still achieve this by keeping the due date as the first column after opening the tasks separately as shown below.

 

Userlevel 7
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@amanda.wachendorf did this solve your query? Please let us know if you need any help here.

Userlevel 3

@sai_ram I did share this with the team. Unfortunately we all agreed the work around still presented a much less desirable user experience, increased clicks and was still more difficult than the previous drop down experience. I would like to keep this request open as this is still a challenge for the team. 

Userlevel 7
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@sai_ram sure thing, I will make sure the request is open.

Userlevel 5
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+1 to this, our CSM’s are also reporting that they are finding it’s now more work (increased clicks) to see the tasks associated to a CTA, and would like the drop-down view to come back. 

 

Userlevel 5

@amanda.wachendorf  @HollySimmons Thank you for the feedback.While we don’t have an immediate solution, we will be working on this feedback. Thanks.

Userlevel 1

+1 Our team misses tasks due when they sort by CTA Due Date and miss CTAs when viewing Next Task Due Date.

Userlevel 7
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Adding my comment from another thread @sriram pasupathi and @sai_ram :

 

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 (adding and then sorting by Next Task Due Date), 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. (Related thread).

 

The way it is right now would be like sorting by success plan due date and not being able to see any CTA/objective due dates...:rolling_eyes:

 

 

Userlevel 3

@sai_ram  and @sriram pasupathi  - plus one here! the drop down is a way better user experience. Not having this is causing folks to miss deadlines! Can you please push this through?

 

Thanks!

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+10000 Everyone in our org constantly asks for this. Very common pain point as viewing tasks in CTA’s is not intuitive right now. 

Userlevel 5

Hello everyone, we are planning for a task only viewin our immediate roadmap. We will be shipping this in Q2.

Sorry but I am relative newbie to GS (but not to systems and tools)  

As described in Amanda’s original post, we are really missing the ability to drop down tasks from the CTA’s in the cockpit. This together with the ability to then click on the task and have the full task and task description displayed as guidance to the CSM (we are using task description to give process guidance to our CSM’s) made GS a very effective process tool. L

The task view solution at first thought to our usage is NOT really a benefit, as the task works to support the CTA. They are interconnected. 

Any chance we can get back the line dropdown option as per the previous version. Saving “one click” here appears to be a big step backwards and adding work, as CSM’s cannot see the full CTA picture and the sequential guidance we have added.  

The final irony hear is that the previous logging and presentation did need a clear up, but as stated the solution is worse than we had. 

 

 

 

Userlevel 7
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Sorry but I am relative newbie to GS (but not to systems and tools)  

As described in Amanda’s original post, we are really missing the ability to drop down tasks from the CTA’s in the cockpit. This together with the ability to then click on the task and have the full task and task description displayed as guidance to the CSM (we are using task description to give process guidance to our CSM’s) made GS a very effective process tool. L

The task view solution at first thought to our usage is NOT really a benefit, as the task works to support the CTA. They are interconnected. 

Any chance we can get back the line dropdown option as per the previous version. Saving “one click” here appears to be a big step backwards and adding work, as CSM’s cannot see the full CTA picture and the sequential guidance we have added.  

The final irony hear is that the previous logging and presentation did need a clear up, but as stated the solution is worse than we had. 

 

 

 

I think this is a good point, and there are separate use cases here that both should be addressed. The task view would simply be another way to view the cockpit - not the only way. The reason people want it is so they can find whatever is next on their to-do list which is usually a task.

As you point out though, the current view ONLY shows CTAs so using the existing view is clunky if you want to tackle work on a CTA by CTA basis, but see what the tasks are for each one.

So really, it seems like there are several asks:

  • The current view should be expanded to included Task level visibility for each CTA
  • There should be another view added that shows tasks by due date.

 

The caveat for the last one, and another issue with even the current setup is as @travis_floyd mentioned here where CTAs don’t have tasks associated with them: 

 

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