Manage Issues from the Comfort of the Task Screen
Detecting Data Quality issues is time-consuming and only half the battle. Kudoz generates Tasks so you can view and prioritize all of them within one display.
Two Views to Manage Tasks
Manage Tasks more efficiently using View Lists.
🍒
Cherry Pick from Split View
Easily view all open tasks while resolving specific tasks within one display.
Show Me How📌
Prioritize Using Kanban View
Focus on the high priority tasks in a process-oriented way that most technologists love.
Show Me HowUtilize Split View to Cherry Pick Which Tasks You Want to Do First
Steps:
- Go to the Task Screen, and click on the Kudoz - Open Task List View.
- Go to the "Display As" Settings and click on "Split View."
- Scroll through the list and resolve.
Manage Tasks Based on Priority
Steps:
- Go to the Task Screen, and click on the Kudoz - Open Task List View.
- Go to the "Display As" Settings and click on "Kanban."
- Click on the "List View Controls" and Select "Kanban Settings" and set the "Group by" to "Priority" and Save.
- Manage and resolve Tasks based on the Assigned Priority.
What's happening behind the scenes?
Kudoz takes care of detecting data quality cue issues, so you focus on managing the tasks we create.
🔄
Scan
We scan all new & recently updated Opportunities.
🕵️♂️
Detect
We detect if Opportunities meet any of the Kudoz Data Quality Cues.
✋
Alert
We auto-generate tasks for the Issuer Trainer to resolve.
We detect quality issues so you can earn credit faster
The Kudoz Job Scheduler never sleeps, and always performs.
Split View
Kanban View
Table View
Logic Explained
Kudoz uses the native Salesforce Task object feature to manage Tasks.
Transparency
Manage
Review tasks.
Prioritize
Focus on what matters.
Resolve
Fix Issues.
Lists
Open Tasks
Completed Tasks
