Collaborative Task Management

Collaborative Task Management delivers the next generation of Task Management for CSM's to collaborate in a natural way with their internal teammates and external customers.

New features include:

• Task Dashboard with Priority, Kanban, and Calendar Views
• Task Templates for quick task creation
• Customer and Personal Tasks
• Recurring Tasks
• Alerts & Notifications for Slack, Email, and In-App
• Advanced Filtering, Group by, and Sort by Views
• Create tasks with Links, Attachments, and Tags
• Comment on Tasks to give context as they progress to completion
• Visual Task analytics for insights into how you're doing
• Public-facing Tasks API
• Tasks Data Export

Task Dashboard

Our new Task Dashboard offers multiple views, including Priority, Kanban, and Calendar, allowing you to effortlessly visualize and prioritize your workload. Whether you prefer a list-based approach, a visual board, or a calendar view of your tasks, we've got you covered.

The "My Shared Tasks" view displays only the user's Tasks that they have created, assigned to others, or have been shared from another teammate so they can know exactly what they need to do next.

My Tasks and All Open Tasks Views

The "My Tasks" and "All Open Tasks" views are segmented from time-based preset filtered views so you can choose to see your 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 2 levels of sorting for 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.

In-App 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 to those notifications that are new and haven't been viewed yet.

Hyper-Links for 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.)

Task Templates

Task Templates help accelerate task creation and remove workflow friction. Task Templates can be Global or Personal, and Global Templates can be added by Admins and Managers in Global Settings>Tasks>Templates.

Creating A Task Using A Task Template

Users can now create a task from the "Fill from Template" option on 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.

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.

Comments on Tasks

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

Tags can be added to tasks to give more context.  Users can also click on "More Options" to add attachments and links to include additional 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 ellipsis 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.  Teammates you wish to share tasks with must be a user in ClientSuccess in this phase of the product. 

Note:  External task sharing will come in a future product phase.

Create Task Template, Copy, and Delete options are also available in the ellipsis 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. 

Task App Completed Tab

There is a new Task App Completed Tab that allows the user to see any tasks that have been previously completed.

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

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.

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

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

New Customer Filter Drop-down - The new Customer Filter in Collaborative Task Management is multi-select and can easily be cleared by clicking on the small "x" or selecting "All Customers" at the top of the drop-down list.

New Recurring Tasks

When creating a Task and selecting a Due Date, ClientSuccess users can now select Recurring as one of the preset Task options.

Recurring Task options can repeat daily, weekly, monthly, quarterly, and yearly, with the option to repeat a number of times, or never expire.

Please contact your CSM or reach out to our Support team if you have any questions on how Recurring Tasks can help your organization be more proactive and productive.

New Interactive Email Notifications for Tasks - give users the ability to receive interactive email notifications with additional context for Assigned Tasks, Updated Tasks, and Completed Tasks.  For example, the email below is a notification for a recently completed task. 

Users who receive Task notifications via email will have the ability to "Mark Complete", "Add Comments", or view "More Details" directly from the email notifications.

New Slack Notifications for Tasks - Tasks can now be sent to a Slack channel for ease of distribution or visibility for users who may or may not be logging into ClientSuccess.  The Slack Integration has been updated to include a "Task Notification Channel" where the ClientSuccess Admin can enter a "Channel name for Task notifications" to be sent.  In the example below, all Tasks will be sent to a "tasks-notifications" Slack Channel.

Note:  Currently, Tasks can only be sent to a single channel for distribution, but in the future will be able to be sent to the user's personal Slack channels if configured by the user.

Slack Messages for Tasks - When Task Notifications are sent to a Slack Channel, they will be displayed as a Slack message with the following information.

Users in Slack can directly interact with the Tasks to "Mark Complete", "Add Comments", or view "More Details" by clicking on the buttons in the Slack message. 

Note:  Users do not have the ability to control which Slack messages for Tasks they receive at this time.

New Global Settings Alerts and Notifications Page - There is a new Alerts & Notifications Configuration Page for Tasks in Global Settings where ClientSuccess Admins can turn on the new notifications to be delivered via In-App, Email, and Slack. 

Note:  The Alerts & Notifications page will turn on the notifications for all users in the instance of ClientSuccess.  However, users will now have the ability to control which notifications they receive by going into their My Settings page and configuring their own Alerts and Notifications. (See below)

My Settings Alerts & Notifications Page - There is a new Alerts & Notifications configuration page for Tasks in My Settings where ClientSuccess users can turn off (or on) notifications to be delivered via In-App or Email.

When these Notifications are turned on by a ClientSuccess Admin, they will be turned on for all users by default.  Users will then have the ability to turn them off in their My Settings, Alerts & Notifications page if they choose to.  

Note: Slack Notifications cannot be controlled at the user level at this point.

Tasks Service API

There is a new Tasks Service API that can be accessed at api.clientsuccess.com which contains all of the documentation and example code for creating, retrieving, and updating tasks via the API.

Tasks Data Export

Tasks can be exported by users with admin access by going into Global Settings>Data Exports & Imports and selecting Exports.

Select the Create Export button and configure the Task export as shown below.

The Task export will then be listed for download. 

Please reach out to your CSM or our Support team with any additional questions on Collaborative Task Management.