How to use CSAT
- Long Nguyen
- Phat Nguyen Ba
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.
2. For first-time access, you have to enable CSAT in the pop-up panel
Choose which status that you want to trigger CSAT.
Click Enable to finish.
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.
4. All Feedback tab - All feedback are listed by Date Filtering
5. Leaderboard tab - counted by assignees
6. Engagement tab
7. Configuration
Please make sure that the Enable button is turned on
Manage General function.
Manage Automation function.
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.
Manage Email function.
Manage Permission function.
Manage Slack integration function.
Click Save when you finish configuring CSAT.