Collaborative Task Management

Collaborative Task Management Update - 4/18/2023

 

Beta Update - 3/30/2023 - Tasks Tied to Automations, Links & Attachments for Task Templates

1. New Tasks Tied to Automations - The new Tasks are now connected to the Automation system and Task Templates can be leveraged to create automated Tasks.

2. Links & Attachments for Task Templates - have been added to deliver extra content or context with Tasks.

3. Added [ASSIGNED CSM] as Assigned To option for Task Templates - Assigned CSM's are now a selected option for the automated Task Template to be assigned to.

4. Customer Filter Drop-down - Quick remove Customer in Filter - The customer filter in Collaborative Task Management is multi-select and case easily be clear by clicking on the small "x" or selecting "All Customers" at the top of the drop-down list.

Note: We would encourage you to move over to the new Collaborative Task Management as soon as possible in preparation for the end of life for Todo's in the coming days.

 

Beta Update - 3/16/2023 - New Customer Filter, Plus Unassigned Customers

1. A new Customer Filter Drop-down has been added to the Task views so you can select one or multiple customers to filter on just those tasks.

Users can also select "Unassigned" to get a list of personal tasks or tasks that have not been assigned to a customer.

3. Completed Tasks Checkmark Animation has been added so it's easy to see when the Task has been checked off for completion before it disappears and goes into the "Completed" folder.

In Progress

• Links & Attachments for Task Templates

• Tasks Tied to Automations

• Email Notifications for Tasks

• Recurring Tasks

For more details on the upcoming To-dos to Task migration, please see the "(Step 1) Todos > Task Migration Plan" section below.

 

Beta Update - 3/2/2023 - Personal Templates & Updated Search

1. Personal Task Templates are now available for all users of ClientSuccess.  Users can save their own task templates for quick task creation.  To create a Personal Task Template, go into the "My Settings" options from your avatar and select Tasks>Templates.  Select "New Template" to create a new Task Template.  The example below displays a Task Template called "Team Lunches". 

To use the Personal task template, just select it from the template drop-down in the New Task modal.  This task was created from the Task Dashboard so no customer was automatically assigned.

However, if a new task is created from within the Customer Record "Dashboard", the Customer name will be automatically populated during the Task creation process.

For more information and options on creating a Task Template, please see the "Task Templates" section in the document below. 

2. Search now includes the Customer name - in addition the Task Subject so it's even easier to find the tasks you are looking for.

Beta Update - 2/2/2023

 

Beta Update - 1/19/2023

Here are the updates from today's release that we would love you to try:

• Completed Tasks are no longer displayed in the Tasks App
• Improved Navigation to “+More” in the Calendar View
• Hyperlinks to customers in the List, Calendar, and Task Details views
• Customer Links open customer records in the same tab/window
• Clear the search and maintain the focus after adding teammates to tasks
• Sort “Customers”, “Assigned to”, and “Teammates” pick-list values in alphabetical order
• Avatars now display on comments in a task

In-app Notifications and Alerts

We have also included hyperlinks to Customers and Tasks in the Notifications and Alerts feed that can be directly accessed by clicking on the links. Notice the In-app Notifications and Alerts have been extended to include other products such as Pulse and Product Pulse. (More alert types will be coming in the future.)

Features Up Next:

• "My Tasks" View - for tasks assigned to you
• Personal task templates
• Connect Tasks to Automation Rules
• Recurring Tasks - weekly, monthly, yearly
• Task alerts and notifications from Email, Slack, and MS Teams

Note:  Adding Contacts to Tasks will be re-enabled when external task sharing becomes available.

Please enjoy and keep the feedback coming!

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Collaborative Task Management Beta Announcement

Collaborative Task Management delivers the next generation of task management to collaborate in a natural way with your internal teammates and external customers.

Phase I features include:

• Multiple Task views by List, Kanban, and Calendar
• Drag-n-drop tasks in the Kanban and Calendar views
• Advanced Sorting and Filtering options for quick insights
• Create tasks with Links, Attachments, and Tags
• Comment on Tasks to give context as they progress to completion
• Task Templates for quick task creation
• Visual task analytics for insights into how you're doing

Note:  Existing To-do's and SuccessCycles Tasks will not be impacted during the Beta.

New Task Dashboard

Users will see a new "Task Dashboard" option in the product banner so existing Tasks and SuccessCycles will not be disrupted during the Beta.  The new "My Open Tasks" view displays only the users Tasks that they have created, assigned to others, or have been shared from a teammate so they can know exactly what they need to do next.

My Tasks vs All Open Tasks

The "My Open Tasks" and "All Open Tasks" views are segmented from time-based preset filtered views so you can chose to see you own tasks (default) or all tasks that the team is working on.

The time-based preset views of Today, This Week, Next Week, Later This Month, Overdue, and No Due Date can be selected and de-selected independently to view the exact Tasks you are looking to focus on. In the example below, Overdue has been selected to see a filtered list of my Overdue Tasks.

Task Filters

There are several task filters available including Assigned to, Tag, Pulse, and Client Type, which can be selected in addition to the present filtered views in the menu on the left.

Multiple filters can be selected to give the user an even more granular view of tasks they are working on or looking for. 

Kanban View

The Kanban view provides a project-based view where tasks can be grouped by Priority, Customer, and Assignee, in addition to applying dual-sorts for options such as Priority, Due date, etc.

The Kanban view also supports full drag-n-drop capabilities to move tasks between columns to change priority or between users to change the assignee.

Calendar View

The Calendar View gives a unique perspective into when your tasks are due and if you are working on the right priorities.  Users can drag-n-drop tasks from day to day and view their tasks by Month, Week, Day, and 5 Days work week.

Notifications and Alerts

In conjunction with the new Task Dashboard, we are launching a new In-app Notifications and Alerts system.  A new "Alert Bell" is located in the product header and displays the number of notifications that are available for viewing

To see a list of notifications click on the "Alert Bell" and the notification feed will appear with any new notifications, in addition to those for the last 30 days.  Note:  A small blue dot will be next those notifications that are new and haven't been viewed yet.

Task Templates

New Task Templates help accelerate task creation and remove workflow friction. Task Templates are global for now, and can be added by Admins and Managers in Global Settings>Tasks>Templates.

Note:  We will be following up with personal Task Templates and a the Recurring Task option for the templates in a future release.

Creating A Task Using A Task Template

Users can now create a task from the "Fill from Template" option in the New Task creation page. To use a template, click on the "Fill from Template" option and you will be presented with a list of Task Templates to choose from. Select the template you wish to use and all fields will be filled in from the template.

After selecting the template, you can also modify the task in-line if you would like to change any of the task fields shown above.

Comments on Tasks

Users can add comments to tasks for updates while progressing towards completion.  

Tags can be added to tasks to give more context.  Users can also click on the "More Options" to add attachments and links to include relevant content with the task.  The last few updates are added to the bottom of each task so you can see a history of who created the task and how it has evolved over time.

Task Sharing

The first phase of Task Sharing allows the user to share a link to the task by clicking on the elipsis and selecting "Share a link". A link to the task will be automatically added to the clipboard which can be pasted into an email or shared via Slack or other social media applications.

Create Task Template, Copy, and Delete options are also available in the elipsis drop-down menu.

New Tasks App

The new Tasks App provides a list view of all tasks for the customer with the ability to complete, update, or search for any task for that specific customer.  Users can also change assignee, due date, and priority, in addition to adding links, tags, and comments as progress is made toward completion. 

 

What happens to my old ToDo's?

In order to help you move your old ToDo's into the new Task framework, we are planning to migrate your old ToDo's in approximately a month.  (We will be sure to give you plenty of notification). We are planning to migrate the following ToDo's:

• All non-completed To-do's
• All To-do's without a due date
• All Completed To-do's

Note:  You can download your historical Tasks by going into Global Settings>Data Exports/Imports to export a full copy of your ToDo's.

 

What happens to my SuccessCycle Tasks?

Existing Tasks / To-do's and SuccessCycles Tasks will not be impacted during the Beta.  After the Beta is completed, SuccessCycle Tasks will still be available until we move SuccessCycles into the new Task framework.  

Features in Progress

1. Hyperlinks to Customers and Tasks in the Notifications feed
2. Stop notifying the Task creator of their own tasks or changes
3. Connect Tasks to the automation rules
4. Connect Tasks to the Activities Report

What Comes Next?

• Task Alerts and Notifications from Email, Slack, MS Teams
• Personal Task Templates
• Recurring Tasks - Weekly, Monthly, Yearly

Features In The Next Phase:

• External Task Sharing
• Bulk Task Assignments

Please reach out to your CSM or contact our Support Team with any questions.