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Track user updates

Is there anyway to see who has provided me with updates since the last Update request was sent out, and who hasn't? I am managing so many people here and its hard to keep track..

 

Thanks!

Philip

pestewart Answered

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Phillip, could you please give us a bit more information? What kind of request updates are you referring to? Are these discussion posts on the Request. 

 

Boris Krutiy 0 votes
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Hi - 

Ok - say I have a team of 10 people working on a project, all of whom have been assigned to a variety of active tasks that are due in the next week.

I send an 'Email Update Request' to all of them, prompting Clarizen to send an email to them requesting they update their tasks in clarizen using the Quick Update feature.

How do I tell who has updated and who has not? (I don't want to have to look at every task to see if its 0% and assume its 0% because it wasn't updated rather than assuming they haven't started on it yet.) I want a chart that tells me these people submitted their updates and these did not. And then I want to set the system to send a followup update request every day they don't submit.

 

Thanks,

Philip

Thanks

Philip

pestewart 0 votes
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Hi Tom - 

Hmm...well, that might be a step in the right direction, but how would I implement it exactly?

 

I want a list / view of tasks that have not been updated in the last few days. The recent activity field is a mish mosh of dates and changes - and may not even update if notes are modified, but regardless, I can't easily sort on it. 

So how do I get such a list?

Thanks,

Philip

pestewart 0 votes
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Hi Philip,

With the audit trail, you will know when and what was updated. However, to get a list of people that did not update, you can use the field "Last Updated On" and/or "Last Updated By." You can use these fields to pull a report, which will take a little tinkering around since it is specific for your use case. 

Tom Do 0 votes
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