Issue
I need to view all the tags applied to my tasks.
Environment
- Kipu CRM
- Roles: N/A
- User must have Marketing Analysis access.
Important
For guidance on how to administer BI access to CRM users, please click here.
Resolution
-
Navigate to Analytics > Kipu BI > Task Analysis.
- The Task Tags widget displays all the tags that have been applied to tasks using a word cloud visualization.
-
To export Task Tags hover your mouse over the widget and select the ellipsis icon.
- Select Export to CSV.
- Click the downloads icon on the top right to view your downloaded files.
- Double click the exported Task Tags data file to open the spreadsheet.
- The CSV file will open on your computer displaying the total count of tasks associated with each listed tag.
-
Alternatively, users can reference the Details widget to view granular details relating to each individual task record, including any associated tags.
Additional Information