Review, Complete, Export Asks

How do I review the Ask(s) submitted for me to complete?

How do I mark an Ask as Completed?

An Ask was submitted that's no longer relevant. Can I dismiss an Ask?

An Ask was submitted that's more relevant to another Manager or Admin. Can I change the recipient of an Ask?

Can I export Asks data?

Review Asks

1. Click the quick actions button, Give and Get Help > Review Asks, or through the left navigation, Asks > Asks tab. 

2. All Asks can be viewed, filtered, escalated, and modified in this pane.

To view more details about the Asks, change the toggle to Show Content.

When Show Content is selected, the Content, Reason, and Note from Recipient will display.

If you are unable to read the entire Content or Reason section, hovering over the respective sentence will reveal the full contents.

Click the Filters button to slide out the filter panel.

You are able to filter by:

• Status - Open, Escalated, Dismissed, Completed
• Type - Coaching, Competition, Edit, Goal, Help, Idea
• Employee - Search for a specific User's name
• Search Content - Type to search content, reasons, notes of Asks.

Search Content Example. You remembered a rep submitting an Ask about a competition, but couldn't remember the exact type. Able to search for "competition" and quickly locate the specific Ask.

Alternatively, a timeline and holistic view into all time asks can be viewed by clicking the Overview tab within Asks. Accessible through the left navigation > Asks.

Complete an Ask

1. Click the quick actions button, Give and Get Help > Review Asks, or through the left navigation, Asks > Asks tab. 

2. Locate the Ask you intend to complete.

3. Click the  icon on the respective Ask. If you need help filtering for or seeing the Ask's content, check out this section for assistance.

Make sure you've carried out the Ask before marking complete! If the Ask entails creating a Goal, Challenge, or Coaching item, and the Ask was assigned directly yo you, you'll find quick access to creating the ask via the Act button.

4. Click Mark as Completed.

5. Provide a Status Update Note and click Mark as Completed.

While the Note is required, Ambition does not restrict the content.

Example Notes: Thanks for this Ask!, Knocked this out, great ask!

Dismiss an Ask

If an Ask is submitted that is no longer relevant, it can be dismissed.

1. Click the quick actions button, Give and Get Help > Review Asks, or through the left navigation, Asks > Asks tab. 

If a user has submitted an Ask, Open Asks can also be accessed and dismissed from their Coaching Timeline, User Dashboard > Coaching tab.

2. Locate the Ask you intend to dismiss.

3. Click the  icon on the respective Ask.

4. Click Mark as Dismissed.

5. Type in a Note to let the user know the ask was dismissed. While required, Ambition does not restrict the content.

6. Click Mark as Dismissed.

Change Recipient

If an Ask is submitted to you and you realize you are unable to complete the Ask/there is a more appropriate recipient, you are able to change the recipient. Additionally, if you need to change the recipient of an Ask you submitted to an Admin, the steps are the same.

1. Click the quick actions button, Give and Get Help > Review Asks, or through the left navigation, Asks > Asks tab. 

If a user has submitted an Ask, Open Asks can also be accessed and have the recipient changed from their Coaching Timeline, User Dashboard > Coaching tab.

2. Locate the open Ask where you need to change the recipient.

3. Click the  icon on the respective Ask.

5. Click Change Recipient.

6. Select a new Recipient and click Change. 

Admins will be presented with recipient choices of any user in Ambition. Since all active users are presented, when changing the recipient of an Ask be sure that the new recipient has the appropriate permissions to complete the Ask. Ex. An employee would not be able to create a Coaching Check-in for another end user.

Employees are only able to assign Asks to those with Admin permissions and those that manage them in Ambition.

Export Asks Data

1. Click the quick actions button, Give and Get Help > Review Asks, or through the left navigation, Asks > Asks tab. 

2. Click the Export button.

3. Open the file as CSV. 

Exported fields include: