Every input can be assigned to a specific person within your organisation for follow-up. This doesn't only increase the efficiency of your internal collaboration, but it also makes sure that all input gets processed timely, resulting in happier participants who will come back to the platform.
This support article shows you how to get there in 2 easy steps:
Assign inputs to colleagues
Follow-up on the work to be done
Assign inputs to colleagues
a) Default assignee
Every new idea on your platform will be assigned to a 'default assignee'. This default assignee is the first created project manager of the project in which the input was posted, or, if there is no project manager, the first created administrator of the platform.
Do you want to change who the default assignee of a project is? Go to "Project settings" and click on the 'Access rights' tab. You can choose any administrator or project manager. You can change this at any time.
b) Assignment per idea
Also, the assignee of every individual input can be changed at any time. This is done within the Input manager of the project. The person assigned to the idea will get notified, both by email and on the platform.
Follow-up on the work to be done
a) Personal overview in the Input manager
When going to the Input manager on your platform, you can show the ideas assigned to you through the dropdown filter on top. Switching the toggle next to that will show you all ideas that didn't receive feedback so far. Here you will also see the total number of ideas that need to be edited.
Do you want to see all ideas, or check in with another colleague? You can do all that through the dropdown filter on top.
b) Weekly email reminder
On top of that, all admins and project managers will get a weekly reminder in their inbox of the remaining ideas assigned to them that need processing.
An assigned idea will remain in this list until it has received feedback.
Assigning Proposals to colleagues
Default assignee
Every new proposal on your platform will be assigned to a 'default assignee'. This default assignee is the first created created administrator of the platform.
Do you want to change who the default assignee of the proposals is? Reach out to the support team via the chat button on your platform to request a change and let us know which account you want to be the default assignee of proposals (this must be an existing account on the platform).
Assignment per proposal
The assignee of every individual proposal can be changed at any time. This is done in the 'Overview' tab under 'Proposals' in the back-end of the platform. The person assigned to the idea will get notified, both by email and on the platform.
Need more help or support? Contact our Support Team via the chat bubble. 💬