Introduction:
Learn how to convert recommendations into tasks easily within your platform.
Step 1: Accessing Recommendations Tab
1. Navigate to the Recommendations tab within your dashboard.
Step 2: Identifying Recommendations
2. In the Recommendations tab, you'll find a list of suggestions for improvements or actions.
Step 3: Converting Recommendations to Tasks
3. Look for the 'Convert to Task' button beside each recommendation.
4. Click the 'Convert to Task' button to turn the recommendation into a task.
Step 4: Custom Audits
5. For Custom Audits, the list of recommendations will be displayed alongside the 'Convert to Task' button.
6. Follow the same process to convert recommendations to tasks within Custom Audits.
Points to note:
- If recommendations are available, you can directly convert them into tasks.
- In case there are no recommendations, you can still create tasks directly from the Recommendations tab.
By following these simple steps, you can effortlessly create tasks based on recommendations, ensuring efficient management and implementation of necessary actions within your platform.