How to Enable Commenting and Task Assignment on Dashboards? | Experience Community
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How to Enable Commenting and Task Assignment on Dashboards?

  • April 21, 2026
  • 1 reply
  • 27 views
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My customer has a question:

When the CEO is viewing the dashboard, they may notice some issues that need the CXM team’s attention. The CEO wants to send that specific issue directly and create an email or ticket so it can be assigned for follow-up.

This is similar to working on an online Word document, where the CEO can highlight a section, add a comment, and tag a staff member to check it.

Now that they are considering purchasing the Qualtrics system, they hope it can support this kind of working process in a convenient way.

Do you have any suggested solution?

p/s: Using dashboard export or email dashboard does not seem to fully match their expectation. Also, exporting the dashboard may create large email attachments and take up too much email storage.

1 reply

Lpena
Qualtrics Employee
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  • Lpena
  • Qualtrics Employee
  • May 13, 2026

Currently, Qualtrics CX Dashboards do not support the ability for the CEO (or any user) to directly highlight or comment on a specific issue within a dashboard and then send an email or create a ticket directly from that selection, similar to commenting in online Word documents. The existing export options (PDF, JPG, CSV, etc.) and email dashboard functionalities send static or scheduled reports but do not provide interactive, embedded comment and tagging features for real-time assignment and follow-up.

A common workaround involves using ticketing features integrated into CX Dashboards where follow-up and tagging can be done, but this is not as seamlessly embedded within the dashboard export or email workflow. Manual workflow steps such as entering recipient emails or creating emails/tickets outside the dashboard are currently necessary.

Embedding dashboards into email bodies as HTML to preserve interactive formats is also not supported and is not on the current roadmap. Attachments and static image embedding in emails are the current options, however, these have limitations like large file sizes and layout issues.

You might consider:

  1. Utilizing the ticketing feature in CX Dashboards, where users can create action tickets and add comments, though this requires manual workflow and does not directly link to dashboard highlights.
  2. Creating scheduled dashboard emails with selected widgets sent regularly, noting this will be static.
  3. Exploring third-party tools or a custom integration that can overlay commenting/tagging capabilities on exported dashboard data.

Based on user feedback and product discussions, this interactive, in-dashboard commenting and tagging functionality is recognized as a useful feature but is not currently available in Qualtrics CX Dashboards. A feature request submission would be necessary to consider it for future development.

Therefore, while Qualtrics can deliver scheduled or immediate exports and email distributions of dashboard data, a direct, convenient workflow for highlighting issues and tagging staff from within the dashboard interface itself is not supported at this time.

This reply contains AI usage for clarity and language purposes.
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