The 'Client Evaluation' function in the 'Projects' module allows you to automatically request the client to evaluate the completed work (by task or project) — when the task transitions to a specified stage or periodically. An email with a link to the evaluation form is sent automatically according to the template you specify.
Step 1: Enable the 'Client Evaluation' function
1. Go to module "Settings", section "Projects":
2. In the section “Analytics” check the 'Client Evaluation' box and save:
Step 2: Enable the evaluation option for the project
1. Click on the three dots in the corner of the project card, and go to settings:
2. In the "Analytics" section, check the "Client Evaluation" box and choose the evaluation method - upon reaching a certain stage, or periodically while the task is at a certain stage:
Step 3: Link the evaluation email template to the project stage
1. Open the project. For the required stage, click on the gear icon - "Edit":
2. In the 'Evaluation Email Template' field select the email template that will be used for evaluation. By default, the 'Project: Task Evaluation Request' template is used. If necessary, you can also create your own template. Read how to do it here. here.
3. Optionally: you can enable in the stage settings 'Automatic Kanban Status' — then the task status will change depending on the client's evaluation (for example, 'Approved' for positive feedback, 'Request for changes' for neutral or negative feedback).
Step 7: Where to view results and reports
Responses/ratings are collected in the "Project" module - "Reporting" section - "Client Evaluation" (you can also see the latest rating in the task's "smart tab"). This allows for the analysis of satisfaction across tasks and teams.
