http://m.getsatisfaction.com/topics/7750336 Cockpit: List View | CTA's due today or past due 2018-06-20T15:15:12Z 2018-06-14T20:21:39Z 7750336 http://m.getsatisfaction.com/topics/7750336 7750336 Cockpit: List View | CTA's due today or past due 2018-06-20T15:15:12Z 2018-06-14T20:21:39Z Joshua Roskos http://m.getsatisfaction.com/people/9695048 https://www.gravatar.com/avatar/3dd0cd3dc7a3389400c3b74c3d08eb30?d=identicon&s=55&r=PG joshua_roskos_gtb8y48287j7a Hey folks!<br /><br />I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thought I had this working, but noticed today, I had one past due task within a CTA that wasn't populating.<br /><br />Here is what I have for filter settings...<br />A. Assignee = (me)<br />B. Snoozed = false<br />C. Status Reporting Category includes Open<br />D. Due Date &lt;= Today<br /><br />Currently I am only seeing CTA's with tasks that are due today and not past due ones such as those due yesterday? Any help on getting this filter criteria setup would be most appreciated.<br /><br />Thanks!<br />Josh idea zendesk zendesk 11 7 2 comment http://m.getsatisfaction.com/topics/7750336/replies/19583301 http://m.getsatisfaction.com/topics/7750336 19583301 Seth responded to "Cockpit: List View | CTA's due today or past due" 2018-06-14T20:41:53Z 2018-06-14T20:41:53Z Seth http://m.getsatisfaction.com/people/3180662 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10683051/headshot-reception-square_medium.jpeg swylie_2888472 Hi Josh,<br />The fastest way to get where you're going might be <a href="https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/05_Cockpit_Calendar_View" rel="nofollow" target="_blank" title="Link https//supportgainsightcom/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/05_Cockpit_Calendar_View">Cockpit Calendar View</a>&nbsp;:-) Have you tried that yet? 0 http://m.getsatisfaction.com/topics/7750336/replies/19583475 http://m.getsatisfaction.com/topics/7750336 19583475 Dan Ahrens responded to "Cockpit: List View | CTA's due today or past due" 2018-06-14T22:11:48Z 2018-06-14T22:11:48Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Joshua,<br /><br />If you remove the Snoozed=false filter do they show up again? Snoozed CTAs (even if past due) won't show up with that filter set you have.&nbsp; 0 http://m.getsatisfaction.com/topics/7750336/replies/19584308 http://m.getsatisfaction.com/topics/7750336/replies/19583301 19584308 Joshua Roskos responded to "Cockpit: List View | CTA's due today or past due" 2018-06-15T12:46:08Z 2018-06-15T12:46:08Z Joshua Roskos http://m.getsatisfaction.com/people/9695048 https://www.gravatar.com/avatar/3dd0cd3dc7a3389400c3b74c3d08eb30?d=identicon&s=55&r=PG joshua_roskos_gtb8y48287j7a I'm actually not a fan of that view (for my main view at least) since you have to scroll through all the dates. There is no way at a glance to even see if that day has any CTA's or Tasks, so you end up having to click on each day. But, thank you. 0 http://m.getsatisfaction.com/topics/7750336/replies/19584309 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19584309 Joshua Roskos responded to "Cockpit: List View | CTA's due today or past due" 2018-06-15T12:46:21Z 2018-06-15T12:46:21Z Joshua Roskos http://m.getsatisfaction.com/people/9695048 https://www.gravatar.com/avatar/3dd0cd3dc7a3389400c3b74c3d08eb30?d=identicon&s=55&r=PG joshua_roskos_gtb8y48287j7a I've tried that, but no change. :( 0 http://m.getsatisfaction.com/topics/7750336/replies/19584473 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19584473 Dan Ahrens responded to "Cockpit: List View | CTA's due today or past due" 2018-06-15T13:56:23Z 2018-06-15T13:56:23Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Joshua,&nbsp;<br />Sorry that you are still having issues. Sounds like you might want to open a support case as something is definitely fishy. I tried to duplicate your scenario in a test org and wasn't able to get the behavior you're describing so support might have to dig a bit further to get you sorted out.&nbsp; 0 http://m.getsatisfaction.com/topics/7750336/replies/19584521 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19584521 Joshua Roskos responded to "Cockpit: List View | CTA's due today or past due" 2018-06-15T14:19:18Z 2018-06-15T14:19:18Z Joshua Roskos http://m.getsatisfaction.com/people/9695048 https://www.gravatar.com/avatar/3dd0cd3dc7a3389400c3b74c3d08eb30?d=identicon&s=55&r=PG joshua_roskos_gtb8y48287j7a Thanks Dan. We will work on getting a case open. 0 http://m.getsatisfaction.com/topics/7750336/replies/19590435 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19590435 Aditya Marla responded to "Cockpit: List View | CTA's due today or past due" 2018-06-19T06:29:45Z 2018-06-19T06:29:45Z Aditya Marla http://m.getsatisfaction.com/people/9261158 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11132267/photo_medium.jpg aditya_marla Hi Joshua,<br /><br />When you mention "CTA's with tasks that are due today and not past due "....the cockpit filters only work on CTA due dates....i.e based on your filter you will see all CTA's that are due today/past due date (and not CTAs that have tasks that are overdue). Hope this helps<br />Regards 0 http://m.getsatisfaction.com/topics/7750336/replies/19590855 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19590855 Joshua Roskos responded to "Cockpit: List View | CTA's due today or past due" 2018-06-19T13:06:30Z 2018-06-19T13:06:30Z Joshua Roskos http://m.getsatisfaction.com/people/9695048 https://www.gravatar.com/avatar/3dd0cd3dc7a3389400c3b74c3d08eb30?d=identicon&s=55&r=PG joshua_roskos_gtb8y48287j7a Well, that is no good...but, thank you for the clarification Aditya. Is there any way to accomplish a view with tasks that are past due? 0 http://m.getsatisfaction.com/topics/7750336/replies/19593231 http://m.getsatisfaction.com/topics/7750336/replies/19583475 19593231 Sai Ram Pulluri responded to "Cockpit: List View | CTA's due today or past due" 2018-06-20T10:26:44Z 2018-06-20T10:26:44Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi Joshua, If you need it for a view purpose, create a report on CSTask object and add it to the dashboard/C360 page.&nbsp;<br /><br />If at all you want to work/make changes on report,its not possible. 0 http://m.getsatisfaction.com/topics/7750336/replies/19593235 http://m.getsatisfaction.com/topics/7750336 19593235 Sai Ram Pulluri responded to "Cockpit: List View | CTA's due today or past due" 2018-06-20T10:29:23Z 2018-06-20T10:29:23Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi&nbsp;Joshua, Since this is not possible with current system, I am changing this it to an idea post and redirecting this to our&nbsp; product team.<br /><br />@All, Please hit +1 or Me Too to increase the priority<br /><br />Thanks for posting 0 http://m.getsatisfaction.com/topics/7750336/replies/19593770 http://m.getsatisfaction.com/topics/7750336 19593770 John Applebaugh responded to "Cockpit: List View | CTA's due today or past due" 2018-06-20T15:15:12Z 2018-06-20T15:15:12Z John Applebaugh http://m.getsatisfaction.com/people/9101113 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11138033/john.applebaugh_medium.jpg john_applebaugh Think this is pretty similar to:&nbsp;<a href="https://community.gainsight.com/gainsight/topics/management-of-overdue-tasks" rel="nofollow" target="_blank">https://community.gainsight.com/gainsight/topics/management-of-overdue-tasks</a> 0