Ability to view pending tasks in a simple viewing "Cockpit" style screen?
CS Cockpit & Playbooks
Hi
What I’m looking for is a "Cockpit" style screen layout that shows
due tasks by date, not underneath CTAs.
At the moment I’m having to click on each
individual CTA to see its tasks and then look at when a task is due. I’d
ideally like it so I can view a simple list of individual tasks by overdue, due today, this
week, this month format. (with possibly the ability to click onto an overall CTA link if I've opened the task for more details)I know we can produce this via report, but this isn’t a quick
click/view and requires edits plus the necessity to “run” it each time we need
fresh info.
Could this be something you might consider adding to product? If someone else knows a way to already get a view like this, then please let me know.
Many thanks!
What I’m looking for is a "Cockpit" style screen layout that shows
due tasks by date, not underneath CTAs.
At the moment I’m having to click on each
individual CTA to see its tasks and then look at when a task is due. I’d
ideally like it so I can view a simple list of individual tasks by overdue, due today, this
week, this month format. (with possibly the ability to click onto an overall CTA link if I've opened the task for more details)I know we can produce this via report, but this isn’t a quick
click/view and requires edits plus the necessity to “run” it each time we need
fresh info.
Could this be something you might consider adding to product? If someone else knows a way to already get a view like this, then please let me know.
Many thanks!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
This way we might miss tasks that needed to be done today/coming days.
We would like to have a way to see Due Dates of tasks.
Thanks for the post, totally makes sense. We are working towards improving cockpit experience and will improve tasks due date visibility too. ETA to be decided.
Thanks,
Nitisha
Any ETA on where this is at? It would help my team adopt Gainsight and the Cockpit further.
We are thinking in the direction of adding a Task View and I would like to get your feedback on it.
This will be a "Cockpit" style screen that shows just tasks, not underneath CTAs.
In this view you can -
1. See the list of tasks grouped, sorted, filtered by various attributes (similar to cockpit list view)
2. Add custom attributes in the task list view columns
3. Expand the task to view/ change task attribute values
4. Create inline tasks quickly instead of first creating a CTA and then a task under it. For creating inline tasks-
Please let us know your feedback on it.
Thanks,
Nitisha
That would be great, that's exactly what the team are after!
Dare I ask about an ETA? I'm asking too much, aren't I?!
Sophie
ETA is not decided yet, I will get back to you as soon as I have dates.
Thanks,
Nitisha
(So sorry I spelt your name wrong!!)
It's deceiving to look at Cockpit to see what Task to get ready for Tomorrow/Week
The only way I can get a direct lists of Tasks is to go to SFDC / Home. That kind of defeats that purpose of having Gainsight almost.
Thanks,