Tonkean A.I. Bot
The more information you provide about Tracks the better the Tonkean A.I. Bot can learn when to reach out. If your List is synced to an external data source or you have added Data Columns, the Tonkean A.I. Bot uses these parameters to determine when to seek updates as well.
An Owner is the person assigned to a Track who has responsibility for providing updates on it. It is the person who has the insight to provide an update; i.e. Account Executive for a customer account or Stakeholder of an action item.
Assigning Owners to Tracks:
- Click the avatar icon in the Owner column and choose the team member that is responsible for that Track by entering their name in the Owner field.
- Click Save once the Owner is assigned. Their name and picture will now appear in the Track as the Owner.
Setting due dates:
Due dates allow Tonkean to prioritize urgent items and limits interaction with your team when a Track isn’t as urgent.
- Clink on the calendar icon on a Track and select its due date.
Pretty simple, eh?