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Add a Score to a Task

Reach out to your Customer Experience Lead to add the “Scores” section to any of your templates.

 

Scores_section.jpg

 

Add a Weighted Score to a Task

To add a Weighted Score to a Task, open the item, then:

  • Click 2018-08-03_1636.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2018-08-03_1637.png. NOTE: If you do not see this option, no Scores have been made available for this template.

Add_Scores.jpg

  • All Weighted Scores available for this template will be listed in the resulting drop-down menu. Click the one with which you want to work.

  • In the resulting window, select the applicable Attributes, then click 2018-08-03_1543.png.

 

Edit or delete a Weighted Score

To edit or delete an item’s Weighted Score, open the item, then:

  • Click the Score’s name in the “Scores” section.

  • In the resulting window:

    • To edit the Score, update any applicable Attributes, then click 2018-08-03_1543.png.

    • To delete the Score, click 2018-08-03_1644.png.

 

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