Manage workspace activity

Who can use this feature?

The Workspace | Activity view allows you to see account activity, such as health changes, new touchpoints, milestones, and more. 

Use activity filters

Filter events by the following:

  • Flow: Filter events by the flow applied
  • Event Type: Filter by type of activity, such as touchpoint, task, campaign, and more
  • My Activity: Filter by only the events that you created

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Touchpoint activity

When a Totango user creates a touchpoint—or when another Totango user from the same team scope @mentions a user within the touchpoint—the mentioned user will only see the touchpoint in the Activity tab if all conditions defined in the account filter are met.

  1. The Totango user must be assigned a role on the account, and the email associated with that role must match the email listed in the Account Assignment widget for the account.
  2. The account must match the criteria defined in the account set for the team under Team Settings.
  3. The Totango user must be listed under team members within the Team Settings.

Process activity

When an activity appears in your view, you can process it in the following ways:

  • Take action, such as adding a touchpoint to engage your team and/or customer, or creating a task for yourself or assign to another user. If available, you may also request information or run a SuccessPlay.
  • Dismiss the notification if it does not require action.
  • Pin the account to your Attention tab for later follow up.
  • Open a preview of the account profile view with more options.

FAQs

Question: Is it possible to block some SuccessPlay activity? I have one play that is actioned frequently, which creates a lot of noise in the timeline.

Answer: No, it's not possible to block certain SuccessPlays from the activity feed.

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