Action List Reports in Manage
Stay on top of your SoapBox to-do list by generating a list of inputs that need feedback on the Manage tab.
On the Manage tab, access the complex filters by clicking on the funnel icon
Filter by Engagement Standards to see which inputs are due for feedback or an update (note: the ones highlighted in Red that say 'Response Overdue' are the only ones that have passed the engagement standards threshold).
Filter by Hierarchy by selecting Ideas For and then select the group you'd like to target. In this example, our Hierarchy is 'Department' and we want to get our Action List for the 'Product' Department. Depending on what you've set up as your Hierarchies, your options may look different. If you don't have Hierarchies set up yet, talk to your CSM!
Once you've selected your filters, your report will be generated on the Manage page.
If you're the Program Manager and you want to share this report with your SoapBox leaders, just copy the URL from the web navigation bar and paste it into an email (your CSM can provide sample messaging). Clicking on the link will take your leaders to this same report so they can easily add their feedback.
Want more? Learn how to create SoapBox reports for your leaders using our new Dashboard and the SoapBox Homepage!