Additional Tasks Screen Enhancements and Other Updates

Sam Feil

Customer Success Manager

Additional Tasks Screen Enhancements

In a continued effort to improve the tasks screen, we’ve enhanced the following functionality:

  • Emphasis on task name

  • Client name highlighted as a clickable link

  • SuccessCycle Activities and Tasks display hierarchy paper trail (ie SuccessCycle / Activity / Task)

  • Added item type icon to indicate tasks type; same icon added to “Show” filters

  • Swapped checkboxes for circles to better indicate the action of completing an item

  • Removed “•••” and replaced with “🗑”
  • Improved style of custom date selector
  • Added hover styles to editable items
  • General performance improvements

As a reminder, please check out other recent enhancements from last week’s Redesigned Tasks Screen and Task Management Enhancements announcement  🙂

Other Updates

  • Admins now have the option to send (or not send) an invite email when adding team members
  • Added a toggle switch for the Usage app under Global Settings > Apps & Integrations
  • Changed all “delete” flash messages to confirm dialogs (so you don’t have to race to confirm)

Also worth reading

Redesigned Tasks Screen and Task Management Enhancements

Redesigned Tasks Screen The tasks screen has been redesigned and now includes the following functionality: Filters sidebar always visible Ability to filter by status (ie Complete, Incomplete, and All) Ascending/Descending sorting capabilities by: Due Date, Client Name, and Assigned to Ability to filter by custom dates As a reminder, the tasks screen can display SuccessCycle activities and tasks, to-dos, or both. ​​ ​ Task Management Enhancements [...]

Sam Feil

Customer Success Manager

Refreshed Engagement App, Subscription Updates, and Other Enhancements

Refreshed Engagement App We’ve made several enhancements to the engagement app, including: Editor tools are now always visible Editor window is about 20% larger, giving a greater focus on the content within the engagement app Improved spacing and readability General app performance ​​ Subscription Updates To better consolidate global settings, we’ve moved the Subscription settings under Apps [...]

Sam Feil

Customer Success Manager

Enhanced Report Generation Date Range, Updated Team Settings Screen, and New Date Field Functionality

Enhanced Report Generation Date Range We’ve enhanced one of the report generation date ranges in the Revenue Growth, Growth Comparison, and Renewal Performance reports from “Rolling” to “Last” to include true month-to-month comparison. ​​ For example, the enhanced “Last 2 months” compares data from August 1, 2017 – September 30, 2017 to June 1, 2017 – July 31, 2017. See below screenshot. [...]

Sam Feil

Customer Success Manager