View queries (the Query dashboard)

To keep track of your progress and contacts' progress on queries, you can go to the Query Dashboard page. The dashboard features a list of the visible queries in the engagement file. It consists of the following columns:

  • Query document - title of the query.

  • Status - status of the query. Available options are:

    Option Description

    You haven't sent the query to the contacts yet.
    You reopened the query to make modifications or request further information or clarifications.
    Contacts responded to all questions in the query.
    You have sent the query to contacts and they haven't responded yet.
    You've marked the query as completed.
    You canceled the query.
  • Progress - tracker of the contacts progress. It shows the number of answered questions out of the total questions in the request.

  • Due date - shows the query due date.

  • Contacts - displays the number of assigned contacts to each query document in the dashboard. You can also select a number to display a popup showing contact details. The popup also includes the Add contacts button which allows you to create a contact, if needed.

To access the Query Dashboard in your engagement file:

  1. Open the engagement file.

  2. Go to the Queries page.

A list of the available queries in the engagement file displays on the page. Select a column to sort the list by status, progress, due date, or alphabetically.

Note: Only visible queries display in the list. If a query is hidden due to visibility settings, it does not show in the Query Dashboard.

Query Dashboard