Single insight view, regional user management, bulk task assignment and more in this month's release

This month's update gives you more visibility into frontline performance and makes everyday tasks easier to manage. We've introduced Single Insight View for deeper analysis of review data, made improvements to the feed and location task visibility, added regional user management permissions, simplified app switcher administration, and made it faster to assign tasks at scale.

Find out more below 👇

Single Insight View 🔍

Based on your feedback, we've added a new Single Insight View to make investigating review insights much faster by bringing every response, including photos, together in one place.

From Insight Reports in Analytics on the web, you can now open a focused view showing every response recorded against a specific insight across your chosen template and date range, including notes, photos and tasks.

Instead of opening individual reviews one by one, you can compare responses, spot recurring issues, identify best practice, and understand the story behind the data. 

For example, if you're reviewing a merchandising standard or store display, you can see every photo submitted for that insight together, making it much easier to compare locations, spot inconsistencies, and verify that standards are being met.

Read more about single insight view

Show location tasks in the feed 📍

Last month, we introduced location tasks.

Instead of assigning a task to a specific person, you can assign it to a location. This gives your team the flexibility to pick up the task when it makes sense, without slowing things down by deciding who should do it.

Location tasks now appear in the feed, giving them greater visibility and making it easier for teams to stay on top of work. The feed provides a live view of the work that matters most right now, helping people see what needs attention and take action quickly.

If you'd like help getting started with location tasks or feed, we're happy to help.

Read more about location tasks

Improvements to the feed ⚡

We've made it quicker to work through items in the feed.

You can now move directly to the next item of the same type without returning to the Feed each time. This creates a smoother workflow and helps teams complete tasks more efficiently.

What is the Feed?

Improvements to app switcher management 🗂️

We've simplified app management in the Admin area.

The app switcher gives your team quick access to the external tools they use every day, such as scheduling, payroll, and Slack.

You can now manage all app switcher settings from a single place, including:

• Adding and removing apps
• Choosing which apps appear in the app switcher
• Setting the order in which apps are displayed

This makes it easier to keep the app switcher organised and relevant for your teams.

How to manage apps

Regional user management 🌍

We've introduced a new regional user management permission.

Previously, user management permissions were limited to either managing all users or only users within the same location.

With the new regional permission, users can manage people within their assigned region and any sub-regions beneath it. This gives regional leaders greater control while maintaining appropriate access levels.

Read more about user management permissions

Bulk assign tasks 👥

When creating a task outside of a Review, you can now assign it to multiple people or locations at the same time.

You'll see a new Select all option when choosing users or locations, making it much faster to create and distribute tasks.

Tasks can be assigned to up to 40 users or locations in a single action.

Read more about bulk assign tasks

Shared CMS Icon Library 🎨

We've introduced a shared CMS icon library, making it easier to maintain a consistent look and feel across your content and navigation.

The library includes over 1,000 bundled icons to choose from, and you can upload your own to be shared with the team.

Admins can now select from a centralised library of reusable icons when configuring:

• Review Templates
• Article Categories
• News Categories
• Dashboard Tiles

If you have any questions please contact support@ocasta.com and a member of the team would be happy to help 👍