Replies posted by Melissa_Young
Change task layout based on CTA typeAcknowledged
Our team has run across two similar use cases in the last week where multiple Task layouts would be beneficial/provide a better end-user experience. The single task layout is currently leaving us unable to hide fields related to Risk CTAs on other CTA types, including Success Plan Objectives and new CTA types being brought in during a migration. Resurfacing this idea for consideration.
I have conflicting feelings about this feature - on the one hand it could empower CMS/COMs/Managers to get the information they need to make decisions quicker. On the other hand, the reporting structure is very complex and I am already having nightmares of SFDC style custom reports where there is no source of truth for any given metric as everyone has 20 reports on the same thing with slight variations. This is exactly the concern I have as well. Between the complexity of our environment, and the complexity of the reporting structure, I’m not confident that allowing users to build their own reports would yield consistent/accurate results. My hope is that the feature would be able to be toggled on/off, based on where it is appropriate for the customer’s user base.
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