How to use CSAT

This tutorial was created for new administrators to familiarize themselves with the general interface and features of CSAT.

You must have “Administer” permission to configure CSAT in that project.

Instructions

1. After the installation, go to a project and click on the “Satisfaction” option in the left tab to enable CSAT.

Access to CSAT in project
Accessing to CSAT in a project

2. For first-time access, you have to enable CSAT in the pop-up panel

  • Choose which status that you want to trigger CSAT.

Choosing CSAT trigger status
Choosing CSAT trigger status
  • Click Enable to finish.

Enable CSAT
Enable CSAT

3. You will see the Dashboard after enabling CSAT

  • The Dashboard contains the report, which is presented by the Date Filtering, for you to catch up.

Dashboard
Dashboard

4. All Feedback tab - All feedback are listed by Date Filtering

All Feedback tab
All Feedback tab

5. Leaderboard tab - counted by assignees

Leaderboard tab
Leaderboard tab

6. Engagement tab

Engagement tab
Engagement tab

7. Administration tab

Please make sure that the Enable button is turned on

Administration tab
Administration tab
  • Manage General function.

General functions
General tab

Trigger Event and Filter by JQL is an AND conditioner.

By default, CSAT only triggers on different reporter and assignee. Please check the “Always send survey emails…” box if you want it vice versa.

  • Manage Questions function in survey.

Questions tab
Questions tab
  • Manage Email function.

Email tab
Email tab
  • Click Save when you finish configuring CSAT.