Customer Satisfaction

How to Create Discussion Tasks

 

My.Pinnacle allows you to create tasks in the Discussion area for reports. By creating tasks, you can increase accountability and make sure follow up happens.

 
 

HERE’S HOW TO CREATE A TASK:

  1. Add your input in the Discussion section, click on the box “Comment is a task.” If you want a specific person to complete the task, you can tag the user by including the @ symbol before their name. Note: You can only tag people who have access to the report. If you need to add someone to the report, let your administrator know.

  2. Press “Add Your Comment.”

  3. An email will go out to those in the discussion.

  4. When the task is completed, the person who completes the task can click on Resolve Task and add notes about what they did to resolve the task.