What is it?

TruVoice's Action Items dashlet empowers users to create and manage actionable tasks within the platform. It streamlines task assignment, tracking, and completion, enhancing collaboration and productivity.

• Glossary of Terms
• Key Benefits
• Navigation: Adding an Action Items
• Navigation: Configuring the Dashlet
• Example Use Cases

Glossary of Terms

• Dashlet: A customizable, self-contained data visualization on the TruVoice Dashboard that surfaces relevant, specific information at a glance.
• Action Items: Tasks or action points created within TruVoice for users or teams to complete.
• Program Admins: Users with administrative privileges within TruVoice who oversee and manage programs.

Key Benefits

• Efficiency: Streamlines task creation and assignment processes.
• Transparency: Provides visibility into pending and completed tasks.
• Collaboration: Facilitates team collaboration by assigning and tracking tasks within the platform.
• Integration: Potential for integration with other tools for enhanced task management.

Navigation

Users can access the Action Items feature through the TruVoice dashboard. Action Items can be created and managed within the Action Items and Notes module. Additionally, users can utilize dashlets to view and interact with Action Items directly from the dashboard.

Adding an Action Items Dashlet

On the dashboard, click on Add Dashlet button

Click to Insert Action Items Dashlet

Configuring the Dashlet

When adding the Action Items dashlet or editing an existing dashlet, you will see the standard dashlet settings view. There are unique settings for the Action Items dashlet, including the options to pick which Action Items to show in the dashlet in terms of who the assignee is as well as the status of the item.

The Action Items dashlet displays the title of each action items available according to the user's display settings, which are detailed below, as well as the item's status and due date. To add an Action Item, click the Add Action Items button.

From the Add Action Items interface, you can give the item a Title which will display on the dashlet. You are then required to add one or more topics, one or more assignees, and a due date. The due date will auto-select the next business day to allow time for the assignee to review and begin working on the task; same-day due dates are not allowed.

Once the fields are filled in, you can add the details of the task into the open text box, which provides several formatting tools as well to enable you to organize the details in whatever way is necessary for the assignee to understand the task and be empowered with any relevant information for completing the task.

Below the open text box, you can also link the item to one or more Feedback Profiles if applicable as additional context for the assignee to understand the task. A use case for this would be a particular piece of feedback that warrants urgent attention to mitigate a customer's concerns or problems. 

Lastly, a toggle is available to send a copy of the action items to the TruVoice help desk for tasks that require support from the TruVoice team. Please ensure this toggle is off for any action items not being assigned to the TruVoice support team.

When adding a topic, assignee, or linked profile, you will see a view like the image below. For all three fields, the options will typically be a fairly large amount, so use the search bar to quickly find what you're looking for. After your selection(s) are made for each field, be sure to click 'Done' at the bottom of the view to save your selections.

Example Use Cases

• Program Admins are the primary users of the Action Items feature. They can create, assign, and track tasks related to program management, feedback resolution, and team collaboration. Action Items enable Program Admins to efficiently address customer feedback, assign tasks to team members, and monitor progress.
• Sales Managers utilize Action Items to track sales-related tasks, such as following up on customer inquiries, addressing client feedback, and assigning sales representatives to specific actions. This feature enhances sales team coordination and ensures timely response to customer needs.
• Customer Support Teams can leverage Action Items to manage support tickets, track customer requests, and coordinate responses. Action Items enable support agents to prioritize tasks, assign responsibilities, and monitor ticket resolution progress, leading to improved customer satisfaction.
• Operations Personnel utilize Action Items for task delegation, handover procedures, and operational coordination. For example, they can assign temporary responsibilities to team members during absences, ensure seamless workflow continuity, and track task completion status within the platform.
• Integration with Other Tools. TruVoice aims to integrate the Action Items feature with external tools such as Salesforce to enhance task management across platforms. Integration enables users to synchronize tasks between TruVoice and other applications, facilitating seamless workflow management and reducing manual data entry.