Set a threshold
Tell me when a client board has more than 15 open tasks.
Your questionLindgrün Agency (fictional)
Planned: you pick a saved evaluation and a threshold, such as more than 15 open tasks per board or refunds above last month.
Smart alerts · Planned
One threshold, one alert,
one task you approve.
Alerts are planned for when a saved evaluation crosses a threshold you set. The alert is meant to state value, threshold and data basis and to propose a task that is only created after you approve it. It does not exist yet. Today you turn a finding into a task in Peak Task yourself with “Check”.
Planned, not available. No automatic alert, no automatically created task. In the preview: “Check” by hand, with a link back to the evaluation.
QUESTION BEFORE EVALUATIONYour question.
Your question.
A draft you can check.
02 / The visible evaluation draft3 sample questions
Lindgrün Agency (fictional)
Beyond a certain amount of open work, a client needs a conversation, not another week of waiting.
- 01Tasks by board, status open
- 02Threshold: more than 15 (planned)
- 03Alert → task after approval
How it is planned
Threshold, alert, approval.
An alert is meant to end in a task, not in an inbox.
02 / Visible draft
An alert with a reason
- 01Step of the evaluation
Tasks by board, status open
- 02Step of the evaluation
Threshold: more than 15 (planned)
- 03Step of the evaluation
Alert → task after approval
A task after approval
Planned: the alert proposes a task; it is only created once you agree. The last step already exists: “Check” creates a task in Peak Task.
Your review is still open.
These marks start nothing.Draft and evaluation stay separate
What this page promises and what it does not.
Planned, not available
This capability is specified and not built yet. There is no date and no separate price.
Your question→Fixed rule→Sample evaluation
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.Fictional examples
Businesses and numbers on this page are made up and marked as examples. None of it is a measurement or a customer result.
- Evaluation
- Planned, not built yet
- Permissions
- Your workspace roles
What works today
Peak Analytics is available as a preview: pivot evaluations over orders, receipts, tasks, goals and files, CSV export and sharing.
DraftReal evaluation
Your next step
Until then: check by hand.
See how a finding becomes a task that links back in the preview. Smart alerts are meant to take exactly this path.
Today: turn a finding into a taskSmart alerts · PlannedTell me when a client board has more than 15 open tasks.
Planned, not available. No automatic alert, no automatically created task. In the preview: “Check” by hand, with a link back to the evaluation.
Frequently asked questions
Can I use this in Peak Analytics yet?
No. This capability is planned and not built yet; there is no launch date. Available today is the Peak Analytics preview: pivot evaluations over orders, receipts, tasks, goals and files with CSV export and sharing.
Do alerts create tasks automatically?
No. The plan is that an alert proposes a task and it is only created after your approval.
Who sets the thresholds?
You do, on a saved evaluation with a visible definition, such as more than 15 open tasks per board.
What do I use until then?
“Check” in the preview: a finding from the pivot becomes a task in Peak Task with a link back to the evaluation.