http://m.getsatisfaction.com/topics/7299667 Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View 2018-08-10T18:04:43Z 2016-08-31T18:33:27Z 7299667 http://m.getsatisfaction.com/topics/7299667 7299667 Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View 2018-08-10T18:04:43Z 2016-08-31T18:33:27Z Jeff Kirkpatrick http://m.getsatisfaction.com/people/7657820 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11032177/860950_medium.jpg jeff_kirkpatrick Our CSMs are asking for help in making their Cockpit experience more manageable. &nbsp;Some have been manually editing CTA/Task names to include a brief note to help jog their memory at a quick glance of the Cockpit list view. &nbsp;But this is breaking some of our processes. &nbsp;(See&nbsp;<a href="https://community.gainsight.com/gainsight/topics/playbooks-need-the-ability-to-lock-the-playbook-so-it-cannot-be-edited-by-end-users" rel="nofollow" target="_blank" title="Link https//communitygainsightcom/gainsight/topics/playbooks-need-the-ability-to-lock-the-playbook-so-it-cannot-be-edited-by-end-users">https://community.gainsight.com/gainsight/topics/playbooks-need-the-ability-to-lock-the-playbook-so-it-cannot-be-edited-by-end-users</a>)<br /><br />Is it possible to have a truncated version of the CTA Comments (or Task Comments -&nbsp;<a href="https://community.gainsight.com/gainsight/topics/cockpit-create-a-comment-field-at-the-task-level" rel="nofollow" target="_blank" title="Link https//communitygainsightcom/gainsight/topics/cockpit-create-a-comment-field-at-the-task-level">https://community.gainsight.com/gainsight/topics/cockpit-create-a-comment-field-at-the-task-level</a>) show up in the Cockpit List View <b>if any comments exist</b> on that CTA or task? &nbsp;<br /><br />Clunky mockup:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1476672/RackMultipart20160831-23545-1v3azfi-image_inline.png?1472668387" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1476672/RackMultipart20160831-23545-1v3azfi-image_inlinepng1472668387" /><br /><br />This would help CSMs at a glance know what is going on with each CTA/Task, aside from simply snoozing or changing the date. idea pending 6 6 8 comment http://m.getsatisfaction.com/topics/7299667/replies/17822071 http://m.getsatisfaction.com/topics/7299667 17822071 Nitisha Rathi responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2016-09-07T09:58:13Z 2016-09-07T09:58:13Z Nitisha Rathi http://m.getsatisfaction.com/people/7584366 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10652327/photo_medium.png nitisha_rathi Hi Jeff,<br /><br />The space available for each list view field is limited, so I think even after adding a text area field, CSMs will not be able to see relevant information until unless then hover on it to read the full text.<br /><br />Do you think adding CTA Status (like Not started, In progress, Waiting for someone, etc.) in the list view will solve your problem?<br /><br />Please let me know your views.<br /><br />Thanks,<br />Nitisha 0 http://m.getsatisfaction.com/topics/7299667/replies/17941416 http://m.getsatisfaction.com/topics/7299667/replies/17822071 17941416 Jeff Kirkpatrick responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2016-10-21T19:10:53Z 2016-10-21T19:10:53Z Jeff Kirkpatrick http://m.getsatisfaction.com/people/7657820 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11032177/860950_medium.jpg jeff_kirkpatrick sorry for the delay Nitisha. &nbsp; &nbsp;I don't think the CTA status would be enough detail for them. &nbsp;&nbsp;I think hover over functionality would be fine. 1 http://m.getsatisfaction.com/topics/7299667/replies/18535784 http://m.getsatisfaction.com/topics/7299667 18535784 Sam Suhajda responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2017-03-28T12:26:24Z 2017-03-28T12:26:24Z Sam Suhajda http://m.getsatisfaction.com/people/8932972 https://www.gravatar.com/avatar/40c3bc77e1daa1b96f29913c01c307b8?d=identicon&s=55&r=PG sam_suhajda Has this been looked into further? My CSM's are also looking for a better experience at the CTA level. when we expand out the tasks, it would be helpful to have an indicator that signifies there are comments/notes in the description. How do other customers do this without having to go to every task and open them to see if there are notes?<br />Thanks!<br />Sam 0 http://m.getsatisfaction.com/topics/7299667/replies/18542099 http://m.getsatisfaction.com/topics/7299667/replies/18535784 18542099 Nitisha Rathi responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2017-03-30T08:48:28Z 2017-03-30T08:48:28Z Nitisha Rathi http://m.getsatisfaction.com/people/7584366 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10652327/photo_medium.png nitisha_rathi Hi Sam,&nbsp;<br /><br />We added the capability to add all data types in list view fields(except text areas), the only reservations we had in adding text areas was that the data will not be consumable because of lack of space. Also, the list view fields are shown only at CTA level and not at task level, it seems that you need this capability at task level to indicate if task description is available or not. Is my understanding correct or do you need to show text areas at CTA level too?<br /><br />Thanks,<br />Nitisha 1 http://m.getsatisfaction.com/topics/7299667/replies/18542680 http://m.getsatisfaction.com/topics/7299667/replies/18535784 18542680 Sam Suhajda responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2017-03-30T13:42:47Z 2017-03-30T13:42:47Z Sam Suhajda http://m.getsatisfaction.com/people/8932972 https://www.gravatar.com/avatar/40c3bc77e1daa1b96f29913c01c307b8?d=identicon&s=55&r=PG sam_suhajda Hi Nitisha,&nbsp;<br />Yes, we would like the ability to have editable list views for tasks. This would be helpful if we were able to add different statuses to tasks. The reason we would want this is if a certain task can't be completed due to a 'blocker' or 'waiting on someone' and we would have that as our status for that task. Currently we have created a status for the CTA to be 'waiting on someone' and we have that in the list view to give quick indication on the CTA without having to dig too far.&nbsp;<br /><br />I believe you are also working on&nbsp;a feature enhancement to add a task list view to the side panel in the cockpit so CSM's can have a different view. If that does happen, I'm hoping the list view would be editable there like it is for CTA's<br /><br />Does this shed more light?<br />I appreciate your follow up!<br />Sam 0 http://m.getsatisfaction.com/topics/7299667/replies/19689270 http://m.getsatisfaction.com/topics/7299667 19689270 Sarah Kiani responded to "Cockpit: Allow for an abridged version of the CTA or Task Comments fields to show in List View" 2018-08-10T18:04:43Z 2018-08-10T18:04:43Z Sarah Kiani http://m.getsatisfaction.com/people/9648423 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11268629/thumb_DSC_0025_1024edit_medium.jpg sarah_kiani This would be great for our team as well. I know some CSMs on the team were updating the title to indicate next action items or a status update like "waiting for customer to get back". This created issues on the reporting end since we were tracking our standardized playbooks through CTA names. If there can be a small text area integrated within the Cockpit view, a CSM would be easily able to scroll through and understand which tasks require action 0