Action Template | Voters

Action Template

complete

Frances M

In Actions and 1 to 1's, in New Actions, we would like to be able to assign multiple lessons to on agent OR ideally, be able to assign multiple lessons to multiple agents at the same time. Right now you can only assign one course at a time to one agent.

August 9, 2022

Matthew Jones

marked this post as

complete

Hi all, 
A quick note to let you know we've now released a significant enhancements to Actions which enables you to "Bulk Assign" actions to multiple people in one go. 
In conjunction with learning paths (also available) we hope this makes onboarding new agents, and group assignments easier and faster than ever before.
https://evaluagent.canny.io/changelog/assigning-actions-to-multiple-people-bulk-actions
Cheers,
The EvaluAgent Product Team

Reece M

Matthew Jones: Great feature! would it be possible to get this for new 1-to-1's? After hosting group sessions it would be much easier if we could select people in bulk who attended the session for them to individually acknowledge :)

Matthew Jones

Reece M: Thanks for the feedback! Delighted to hear you like this enhancement. There's another user who has made a similar suggestion regarding Team Meetings. Here's the link if you'd like to vote on it ahead of the EvaluAgent team discussing it. 
LINK > https://evaluagent.canny.io/product-ideas-test/p/adding-participants-for-team-meetings
Cheers,
Matt

Matthew Jones

marked this post as

in progress

Jon (Product Manager @Evaluagent)

marked this post as

under consideration

Jon (Product Manager @Evaluagent)

marked this post as

initial review