Get work done with Kaizala Actions

Kaizala offers a wide range of action cards or mini apps that make your daily work management easy and efficient. You can use the out-of-the-box Action cards or create your own customized Kaizala Actions. Let’s get you started with some of the Kaizala Actions such as survey, attendance, and job that can help you get work done.

Step 1 – Use a survey to collect data from the field

Surveys are great for collecting data from the field. For example, getting daily sales data from your field sales team.

  1. In the group conversation, in the chat box at the bottom of the page, tap Attachment Screenshot of attachment icon.

  2. Select the Survey option, and enter the relevant details such as title.

  3. Use the Add a question button to enter questions on the form.

    Screenshot of creating a question in a survey

    You can pick the question response types, such as multiple choice, drop-down selection, free text, image, numeric, phone number, and date options.

    Screenshot of the response types available in a survey

    Finally, pick your survey options. You can decide when the survey will expire and whether you want to make answers visible to others.

    Screenshot of the options available in a survey

  4. Once you’re done setting up the questions, share the survey with the group. Admins can track how many people have answered the feedback by selecting the survey card in the chat window.

    Screenshot of the feedback form in a survey

  5. You can use the Survey Action card for several scenarios where data from remote workers needs to be collected. Some examples are collecting sales data from agents, conducting remote audits, and checking on faraway operations.

  6. Detailed reporting on all surveys sent out to your employees, suppliers, and partners can be viewed on the Kaizala management portal under Analytics > Surveys.

    Screenshot of survey reporting in the Kaizala management portal

Step 2 – Send a poll to collect user preferences

Use the following steps to quickly create a poll to collect data from your workforce in the field.

  1. In the group conversation, in the chat box at the bottom of the page, tap Attachment Screenshot of attachment icon.

  2. Select the Quick Poll option, and enter the relevant details such as questions and answer choices.

    Screenshot of creating a question in a quick poll

  3. Employees can tap to respond to the poll.

    Screenshot of an employee quick poll

  4. Detailed reporting on all polls sent out to your employees, suppliers, and partners can be viewed on the Kaizala management portal under Analytics > Polls.

Step 3 – Send a job and effectively manage tasks

Use the following steps to quickly send out jobs and tasks to remote workers.

  1. In the group conversation, in the chat box at the bottom of the page, tap Attachment Screenshot of attachment icon.

  2. Select the Job option, and enter the relevant details such as job description and due date.

    Screenshot of a job form

  3. Employees can tap to respond to the poll.

    Screenshot of how an employee can update job status

  4. Detailed reporting on all surveys sent out to your employees, suppliers, and partners can be viewed on the Kaizala management portal under Analytics > Jobs.

Next> Create your own Kaizala Actions