Reach out to your Customer Experience Lead to add the “Scores” section to any of your templates.
Add a Weighted Score to a Task
To add a Weighted Score to a Task, open the item, then:
- Click in the top right corner of the page.
- In the resulting drop-down menu, click . NOTE: If you do not see this option, no Scores have been made available for this template.
- 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 .
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 .
- To delete the Score, click .