Search results for tags


Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify the emerging themes, topics, or issues within your engagement with stakeholders. Tags allow for an effective analysis of the data when reporting on issues and trends. The practice of tagging provides you and your team with quick and insightful information about stakeholders, topics, and trends.


relevant interaction or create a new one The interaction will be added automatically, and the pop-up box can be closed.  Tagging Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify ... emerging themes, topics, or issues within your engagement with stakeholders. How to assign a Tag  Navigate to the Tagging card Click on Manage Select the relevant Tag/s or click on + Add new tags to create a new one The Tag has now been assigned


The Simply Stakeholders dashboard provides beneficial data analysis and reporting in a easy customizable view. Users can drag and drop widgets to customize the order and view those that they prefer and the date range can be modified to see activity in that timeframe.

Adding an Interaction

Save & Continue. The interaction record will open where additional details can be added. In the Annotations card, click on Generate Tags to automatically highlight key topics for the interaction Select the relevant Tags and click Approve Click on the Sentiment score chart  Click ... Details tab enter: Additional information or an alert in the Message classification card Assign the Owner Link the Stakeholder/s Manually manage Tags Upload any Files Assign a Interaction Manager


Forms are a great way to gather feedback and understand your stakeholder needs, concerns, and ways to benefit from your project. Information and data collected via Forms can be analyzed and used to report towards your strategic plan or desired outcomes of your projects.


Grievance management is the handling of complaints and issues. In stakeholder management, this is a key driver to ensuring smooth and positive communication. Inadequate grievance handling can lead to damaged relationships and reputations. If action is taken too late, it can delay a project and raise stakeholder management costs. With Simply Stakeholders, you can use complaints interaction to log and track them. Some complaints go through several steps and are handled by several people before they are resolved. As such, it is important to be transparent about the outcomes and results of each process while communicating with the stakeholder. Facilitating internal communication is also essential to addressing stakeholder concerns.

Recent Updates to Simply Stakeholders

clients able to login again   Release v 2.1.19 2024-01-29 NEW FEATURES:  Outlook: You are now able to manage tags, interaction type & confidentiality directly from the add in. Refer to article here Import properties: You are now able to 'Import Properties ... from the Admin Settings menu. Refer to the help notes here ENHANCEMENTS: Admin settings: 'Manage Tags' Please refer to the help notes here   Stakeholder name now displays when hovering over the initials on the search page Stakeholder Search Filter: First Name and Last Name

Adding a Stakeholder

Display on add page Select the '+' Add More button to add in the following details Address Relationship Manager Mapping Fields Link Interactions Tag Click on Save & Exit. The record has been saved.  Or, Click on Save & Continue. The stakeholder record will open ... critical is this stakeholder to the success of the project In the Summary tab: Timeline - Link any interactions or tasks  Tagging - Assign the Tag/s connected to this stakeholder Relationships - Link the relevant Organisations or Individuals and define the relationship they have

Outlook Add-in

The Outlook Add-in provides an easy way to save emails and meetings directly from Outlook into Simply Stakeholders. Pushing an email from Outlook to Simply Stakeholders can be set to automatic (all future emails to/from the stakeholder automatically saved into the system) or manual (control which emails are saved). Existing stakeholders in Simply Stakeholders will be matched based on the email address, and any new emails will be added to their record. If they don't exist in the system, a stakeholder will be created and the email attached to their record. This function works across Shared Inbox's and Shared Calendars, and has the capability to determine if the details had previously been saved.