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Planview Customer Success Center

Tasks

Introduction

In the new Insights feature, we have split tasks into two tabs. The first of which, named Tasks is designed to showcase an overview of the tasks within a challenge. To that end, the visualizations contained within the tab show different elements of the task data.

Task Assigned and Completed

This visualization shows the breakdown of individual tasks that are assigned to ideas within the chosen challenge or community. The table includes Idea ID, Idea Title, Task Type (review, evaluation, approval, etc.), Task Title, Status, Due Date, Completed Date, Assignee (user who was assigned/completed the task when the data was run), and the Review Score where appropriate.

Idea Review Scores

The visualization shows a simple breakdown of reviews and ideas only. This isolates the quantitative reviews and populates the table with their total review scores (which includes any weightings). The table contains Idea ID, Idea Title, and Review Score.

Review Fields Average Score

A new visualization demonstrates the average score obtained for each of the review fields that are present in the challenge. This illustrates a high level view of strengths and weaknesses associated with the different quantitative fields in the review forms. The table contains Review Field Title and Average Score (obtained for all ideas where the field was completed).

Task Activity Overview.png

Figure 1 - Task Activity Overview