Add the Task Cue Widget to the Task Page
Watch the video and follow the steps below:
- Go to any Task record and click on Setup on the Top Right to Edit Page.
- Drag the Kudoz Task Cue Widget to the bottom of the Page.
- Set the Component Visibility by selecting "Is Kudoz Task?" as the Field and Operator Equal the value of True.
- Save, and Activate (Assign as App Default --> Kudoz).
- Save, and click on the back link on the Top Right.
Task Cue Widget
Users can fix issues through the Open Task List Screen by scanning through a list of problematic Opportunities and addressing them from the comfort of the Task Screen.
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To-Do Open Tasks
The "Kudoz Task - Open" List view will have all the to-do items that need to be completed by the Issue Trainer.
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Completed Tasks
Once a Task completes, we automatically move the Task into the "Kudoz Task - Completed" List view so you can have a measurable log of all the Data Quality issues you resolve.
Data Management becomes measurable
Positive results will keep you motivated to manage more tasks.
Justify the Potential Impact
Incentivize completing tasks by demonstrating the value of what's outstanding.
Maximize Potential by prioritizing tasks
Focus on what matters most.
