Activity Reports
I would like to send a template that clients can login to and edit for themselves. Is there a way for me to get activity reports when clients login and use. Knowing when someone is using their template and maybe some assessment of how much/long they used Goalscape would be really helpful so I know to follow up and engage.
I'm really enjoying this tool.
Thank you.
Bill
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Support Staff 1 Posted by Richard Parslow on 31 Dec, 2019 08:45 PM
Hello Bill
Thanks for your inquiry.
When you share projects in Goalscape Online, you can see any goals that have been updated by others: their goal names will appear in bold text in the goal map until you select that goal (just like unread emails in your Inbox).
A full Change Tracker is currently available only in our corporate product Goalscape Enterprise. We may roll out some of the additional Enterprise features (including Change Tracker and Gantt View) in a new 'Goalscape Plus' product, to be available as an upgrade for Online; however this is not in our immediate schedule and we cannot indicate any release date.
In the meantime you can use the Goal Comment facility to Message people with whom you have shared projects, asking them to Reply to acknowledge receipt or ask any questions. If you select their username in the 'Email notifications' list they will receive an email – and if they Reply to the email their message will appear as a new Comment on that goal. You can also use this facility to send them email 'nudges' if you have not heard from them or seen any updates by them in a while.
Keep achieving great goals in 2020!
Richard