Tasks: How to Track Actions and Ensure Follow-up with Teamspective

Quick Summary

The Tasks module helps teams turn insights from engagement surveys, feedback, and discussions into clear follow-up actions. Tasks can be created from across Teamspective or suggested automatically by AI when reviewing engagement survey results.

Steps

1. Join the Tasks Alpha program

   The Tasks module is currently in Alpha development. To enable it for your workspace, contact your Customer Success Manager.

2. Open the Tasks module

   Once enabled, navigate to Tasks in the left-hand navigation to view and manage all tasks.

3. Create a new task

   Tasks can be created from multiple places in Teamspective, including:

   • Engagement survey action tips and AI suggestions

   • Feedback results and comments

   • AI Chat conversations

   • The Tasks page directly by clicking + New task

4. Use AI-powered task suggestions

   When viewing engagement survey results, Teamspective AI analyzes the data and displays recommended actions in the Suggested Actions section.

   Click Generate task on any suggestion to create a task with a pre-filled title and description.

5. Manage and track tasks

   Use the Tasks module to track progress, assign responsibilities, and ensure actions are completed.

Tip: When creating a task from AI suggestions, the title and description are automatically generated based on the survey insight.

Task Properties

Status

• Draft — Work in progress, not yet ready

• To Do — Ready to be worked on

• In Progress — Currently being worked on

• Done — Completed

• Canceled — No longer needed

Visibility

• Public — Visible to all workspace members

• Private — Only visible to you and assigned team members

Additional fields

• Assignee — Team member responsible for the task

• Deadline — Due date for completion

• Team — Assign the task to a specific sub-team

Task Views

List view

See all tasks in a compact list format.

Board view

View tasks in a Kanban-style board, grouped by status, assignee, or other criteria.

Filtering

Filter tasks by status, assignee, or team, or search tasks by title.

AI-Powered Task Suggestions

When reviewing engagement survey results, Teamspective AI analyzes the data and recommends actions that may improve engagement.

Suggestions appear in the Suggested Actions section and are generated based on:

• Survey areas scoring below benchmarks

• Negative trends in engagement results

• High variance in responses

• Alignment with your organization’s company values or strategy documents (if configured in Settings)

Each suggestion includes a confidence score indicating the potential impact of the action.

If a suggested task is similar to an existing one, a “Similar: TASK-123” badge will appear. This helps prevent duplicate work and allows you to review related tasks before creating a new one.

To generate new recommendations based on updated data, click Refresh suggestions.

Common Issue

If you don’t see the Tasks module in the navigation, check:

• Your organization may not yet be enrolled in the Tasks Alpha

• The feature may not yet be enabled for your workspace

Fix: Contact your Customer Success Manager to request access to the Tasks Alpha program.

FAQ

Q: Who can create tasks in Teamspective?

A: Both employees and managers can create tasks to track follow-up actions and improvements.

Q: Can AI create tasks automatically?

A: Yes. Teamspective AI suggests tasks when reviewing engagement survey results, and Teamspective AI Chat can also create tasks based on your conversations.

Q: How can I avoid creating duplicate tasks?

A: When a suggestion is similar to an existing task, Teamspective shows a “Similar: TASK-123” badge so you can review related tasks before creating a new one.

Need more help?

Contact support@teamspective.com