By going to Top Tasks in the menu, you will find the Task List. It gives you an overview of top tasks and key figures per task. Use filters to analyze results, for example from one survey or a time period.
Top Task Survey
Only results from a Top Task Survey are shown in this report
Filters
Use filter to limit the table to the data you want to analyze.
Score cards
Score cards provide aggregated numbers from all top tasks in the table. If a filter is used, the numbers will follow it.
Responses is the number of responses in the table
Task Completio is the percentage/number who answered "Yes" to the question "Did you get done what you came for?"
Fail rate is the percentage/number who answered "No" to the question "Did you get done what you came for?"
Tabellen
Task is the name of the top task.
Demand is the percentage that chose this task in the survey
Task Completion is the percentage who answered "Yes" to the question "Did you get done what you came for?"
Responses is the number who answered that they came for this task.
Click on a task to go to the Task Page where you see responses and results from those who selected this task in the survey.
Top Level / All tasks
In the task list, you can choose between two views:
Top level tasks: Displays only Level 1 tasks. These are the overarching categories. By clicking on a main task, you can see the associated sub-tasks.
All tasks: Displays all Level 2 tasks, as well as any tasks that do not have sub-tasks (such as "Book a demo," marked in blue in the example).
Survey Setup
Use task cards for Level 1 and 2 along with visibility rules to ensure that the correct Level 2 task follows after Level 1.
Task List (Results)
Tasks that should be Level 2 must be linked to a Parent Task. This can be done either when creating the task or afterward by first going to the task list, select a task to become level 2 > go to edit > select a parent task to link it under as a subtask.
Example: Level-1 and 2 Tasks
Information about the product (level 1)
Data destinations (level 2)
Data sources and connectors(level 2)
Plans & pricing (level 2)
Book a demo or talk to sales (level 1)
"Does not have level 2"
What is included in the "All tasks" overview?
Level 1 with sub-tasks = Category (should not be displayed in All tasks)
Level 1 without sub-tasks = Standalone task (can be displayed in All tasks)
Why are Level 1 tasks with sub-tasks not included in the All tasks overview?
Why are Level 1 tasks with sub-tasks not included in the All tasks overview?
Level 1 tasks with sub-tasks function as categories
Level 1 tasks that have Level 2 sub-tasks are by default not counted as separate tasks in the All tasks results. Why? Because when a user selects a Level 2 task, they must always first have selected the Level 1 task. This means that Level 1 automatically receives as many responses as the total of its Level 2 sub-tasks.
Example:
Let’s say we have the following tasks:
Level 1: Product Information
Level 2: Data Destinations
Level 2: Data Sources and Connectors
Level 2: Plans and Pricing
If we include the Level 1 task in All tasks, it will always receive the total number of responses from all its Level 2 tasks. This means it will have more responses than any individual task and will dominate the statistics.
Why including Level 1 tasks in the All tasks overview distorts the data
If Level 1 tasks with sub-tasks are included in All tasks, they will appear to be the most popular tasks, even though users are actually selecting specific Level 2 tasks. This creates inflated statistics that do not accurately reflect what users are actually trying to do.
The solution:
If a Level 1 task has sub-tasks, it will not be displayed in All tasks. It only functions as a category.
If a Level 1 task does not have sub-tasks, it will be be included in All tasks, because it is a standalone task that users have selected directly.
From a list with Top level tasks, you can click on one to view sub-tasks.
View.
Use the view button to adjust the overview. Here are common choices.
Add or remove columns
Select drill down for mobile/desktop under Completion rate.
Sort the order of the list, e.g. alphabetically, high/low.
Mobile / Desktop
You can break down Task Completion Rate for mobile and desktop per task. This is useful for comparing user experience between devices. You can find the setting under the View button above the table.
In the example, it turns out that those who responded from a mobile phone are less successful with their task. This means that we need to focus our improvement efforts here to increase the result. We also see that most responses come from mobile phones, which means that responses from mobile phones dominate the statistics for this task.
Copy Table
You can easily copy the table into Excel. Use Copy table and paste into a spreadsheet.
The copy includes these columns:
Task name: The name of the task
Parent task: The parent task that this task is a part of (if applicable).
Description: A description of the task as specified when it was created.
Demand: The percentage who responded they came for the task.
Completion rate: The percentage of users who have completed the task.
Responses: Number of users who have responded they came for the task (demand)
Completed: Number of users who have completed the task.
Failed: Number of users who failed to complete the task.