Filter by Task 'Assigned To'

Ryan Lehman

• July 16, 2021 20:41

When creating a Task each Task needs to be assigned to a user - it would be great if you could filter by 'Assigned To' within Segments and other places within Totango.

Our specific use case is that we have a dashboard for CSMs to view high-level customer metrics, one of which is how many Tasks are open across their accounts. The challenge is that we have a number of different user roles internally who might create Tasks on accounts, of which these Tasks aren't always applicable to CSMs. 

Adding 'Assigned To' as a filter option with the ability to select either User Role or an individual user would allow for more customization and flexibility within reporting.

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  Ravit Danino

  • August 16, 2021 07:14

  Hi,

  Thank you for the inout.

  Today you can see the data in the Executive console and not is segments.

  do you use it? is that helpful?

  Ravit

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  Ryan Lehman

  • August 17, 2021 22:11

  Thanks Ravit! It's helpful to have it in the Executive Console, although it would be great if that functionality was offered in Segments. We're trying to adopt Scorecards more heavily for our CSMs and Managers and would like to avoid scenarios where we are having to use different features in Totango for reporting purposes where possible, although we realize that might not always be possible.

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