The Recommendation Tracker is a feature that allows you to track recommendations, suggestions, or issues raised to the responder. There are 3 areas you can add details to the recommendation tracker - on a question level, a project level, and an entity level.
To access the tracker on a question level:
- In a project, go to a question and click on the Recommendation widget (looks like a palm) on the right of the question
- A pop-up window with multiple fields will appear:
- Subject - give your recommendation/suggestion/issue a subject/title
- Description - elaborate on your subject to give more details
- Mark as external - if you mark this entry as external, responders will be notified (note: this box can be disabled by an Admin in the Firm Settings)
- Priority - set the priority for this recommendation/suggestion/issue (note: the labels and colours can be changed by an Admin in the Firm Settings)
- Resolution Date - date by which actions should be completed or undertaken
- Reported By - user who is submitting this entry or the person one is submitting the entry on behalf of
- Assign To - assign it to a colleague if this is an internal tracker or assign it to an Admin user on the responder side if this entry is marked as external
- Add Tags - you may add tags for better organization of recommendations/suggestions/issues
- After adding the entry, you may adjust the status ("Open"; "In Progress"; "Resolved"), edit or delete the entry, and add additional comments
You may also leave project-level entries in each project:
- Click on Tracker Activities tab at the top of the project
- Under the Tracker Activities tab, you may see all question-level entries related to this project, and add more entries on a project level (ie. recommendation/suggestions/issues not related to individual questions in the project) by clicking on the "+" sign
You may also leave entity-level entries for each entity (eg. Firm/Product/Strategy):
- Navigate to "Manage" > "Firm" (or "Products" / "Strategies")
- Select and click into your selected an entity
- At the top, click on Recommendations tab
- You may add new recommendations/suggestions/issues on an entity level, and view all entries related to this entity that have been added on a project or question level in this page
Last but not least, to view all entries across all questions, projects, and entities, you may view the Recommendation Tracker by navigating to "Dash" > "Activity Dash" and scroll down the page:
Admin users have further options to customize the Recommendation Tracker under Firm Settings:
- Navigate to "Firm Settings" by clicking on your name on the top right corner of the platform
- Under Firm Settings, navigate to "Preferences" > "Firm Preferences"
- On the right, you may customize the name of the tracker, labels and colours of priorities, and check/uncheck the box for external entries
Note: If you uncheck the box to disallow creation of external recommendation, the Recommendation Tracker will only be used for internal tracking purposes and responders will not get notified of your entries