Cockpit Calendar View
CS Cockpit & Playbooks
One of our CSMs using the Calendar view of Cockpit frequently, and mentioned it would be nice to have the same grouping by Due Date that you have in the List View. So, when you goes to the Calendar, let's say she clicks on this week, she'd want to see all CTAs with a due date of this week or any that are also Overdue so she doesn't have to click back to all the previous weeks.
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- What do I have to do today?
- What do I have to do this week?
- Which projects have x task this weekend? Let me explain. I have an Objective/CTA to upgrade an instance. There are all kinds of things we need to do to prep and then the customer performs the actual upgrade on a specific date/weekend. It is a task within the CTA. Being able to filter by task name would be a nice to have. This also would allow somebody to see all projects that have an upgrade task this weekend across all CSMs.
I think the functionality you are talking about gets us there. "This week", "Next week"- I think those would be very helpful. I am also going to run this by the other CSMs and see what they say.