Create Actions From an Insight

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 From an Insight

  1. Navigate to either Individuals, Organisations, or Communications in Stakeholder Engagement.
  2. Select the Individual, Organisation, or Communication for which you want to create a task from an insight.
  3. Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
  4. Click the Insights option.
  5. Scroll to the insight you want to create a task for.
  6. Click the +Add button.
  7. Select Create a task.
  8. Create the task.
  9. Click the Save button.

A related task will be created from this insight.

Link an Existing Task to an Insight

  1. Navigate to either Individuals, Organisations, or Communications in Stakeholder Engagement.
  2. Select the Individual, Organisation, or Communication for which you want to link an link an insight to an existing task.
  3. Click on the pane arrow on the upper right hand corner of the screen to open the Quick view pane.
  4. Click the Insights option.
  5. Scroll to the insight you want to link a task to.
  6. Click the +Add button.
  7. Select Link to an existing task.
  8. Select the task to link this insight to from the Task drop-down list.
  9. Click the Save button.

The insight will now be linked to an existing task.

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