Cockpit filter & group by task due date

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  • Updated 1 week ago
User Story: As a CSM I need to filter & group by my task due date so I can prioritize my work in my cockpit.

Use case:
CSMs have overdue tasks within a CTA, but the CTA displays in the group by as due at a future time because the filter & grouping options are based on the final due date of the whole CTA.  This is true for all CTAs that have tasks with distinct due dates.

Acceptance criteria:
Cockpit filter includes next task due date
Cockpit group by includes next task due date

Similar suggestions and ways this is different:
https://community.gainsight.com/gainsight/topics/adding-fields-to-the-group-by-in-cockpit - Cannot group by because task due date is not an option to add as a column
https://community.gainsight.com/gainsight/topics/cta-due-date-should-reflect-due-date-of-next-open-t... CSMs would like to keep an independent CTA due date, but be able to prioritize work based on the tasks within a CTA.

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Angela Domenichelli

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Posted 1 week ago

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