TABLE OF CONTENTS

What's New




  • Task insights—an enhanced history of form status updates and any comments provided

    • Option to update status from within the task insight window

    • Filter by a user and/or status update





Desktop users: The process of accepting/rejecting items has not changed but can also be changed from within task insights. 


Check out Task Insights (for Mobile) and feel free to share with mobile users on your team.


Task insights will help users who would like to view and track activity...


  • By task—history of association/tag, status updates, and feedback
  • By media—all submissions of an image or video if associated with multiple form questions

Introduction to Task Insights


The traditional interaction to view or accept/reject an item remains the same. However, you can now also update the status of an item and provide feedback—all in the same place.



To interact with Task Insights, locate the form question/item you wish to view, accept/reject, or provide feedback. Select the Task Insights button.



The Task Insights window will open, where you can find the following insights for the selected form question. 



Part 1: Task Insights

  • Form Question
  • Title of Form

  • Filters (for activity)
    • By User
    • By Status

  • Thumbnail of upload
  • A user who answered form question
  • Form answer and current status
  • Date and upload time




Part 2: You can also...

  1. Click a status to change/update

  2. Click the up/down arrow to share additional feedback or view any comment history for each status update.

  3. Click the upload thumbnail to direct your workspace to the item for a larger view.

    • Also, view similar insights by image or video. 

      (by Media)


1. Change/Update Status


Open the task insights and click the current status to approve or reject the submission.


2. Comments/Feedback


Locate the status you wish to share feedback and click the down arrow to expand. Type any feedback/comments in the text field and press Enter.


3. Insights by Media


If you want to view insights for a specific image or video in the session's gallery, you can do so with the steps below.


Click a thumbnail in the task insight or within the main gallery to open the image in the main workspace. From there, click the Insights icon (circled in yellow below) overlaying the photo or video. You also have the option to provide comments directly to an image or video, but we recommend utilizing the task insights enhancement for your scope of work.






Here, you can view the history of an item:

  • Form association(s) if used for multiple items across different checklists
  • Statuses for each association, as well as any feedback
  • You can even update each status and provide additional input as needed.