AI insights are a great tool to quick catch up with key information related to a stakeholder. Furthermore, you can use the insights to quickly create or link actions to an insight.
Create a Task or an Issue From an Insight
- Navigate to either Individuals, Organisations, Communications, or Engagement plan in Stakeholder Engagement.
- Select the Individual, Organisation, Communication, or Engagement plan for which you want to create a task or issue from an insight.
- If you cannot locate the Insights:
- Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
- Click the Insights option.
- Scroll to the insight you want to create a task or issue for.
- Click the Create task or Create issue button.
When you select + Create a task, a Quick task creation window will be opened. You can click More options to open the standard task creation form.- You can also click More actions to have access to more actions.
- Create a task or create an issue.
- Click the Save button.
A related task or issue will be created from this insight.
Link an Existing Task or Existing Issue to an Insight
- Navigate to either Individuals, Organisations, Communications, or Engagement plan in Stakeholder Engagement.
- Select the Individual, Organisation, Communication, or Engagement plan for which you want to link an insight to an existing task or existing issue.
- If you cannot locate the Insights:
- Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
- Click the Insights option.
- Scroll to the insight you want to link a task or issue to.
- Click the More actions button.
- Select Link to task or Link to issue.
- Select the task or issue to link this insight to from the Task or Issue drop-down list.
- Click the Save button.
The insight will now be linked to an existing task.