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

New Current Pulse Heath Report

We’re excited to announce the new Current Pulse Health Report. The new Current Pulse Health Report comes with more report flexibility and configurability so you can quickly answer important questions about your client health portfolio. Reports Tab > Current Pulse Health Go to Report Now New Client Pulse Health Report Includes: Increased report speed and [...]

Burke Alder

Customer Success Strategist

Introducing ClientSuccess Data Exports + Other Recent Releases

Introducing ClientSuccess Data Exports We’re proud to introduce Data Exports, a powerful tool that enables ClientSuccess Admins, Executives and Managers to generate on-demand exports from pre-defined export templates under Global Settings > Data Exports. Benefits to You While exporting data from the Clients Screen has been available and provided great value and visibility around high-level information, many of [...]

Sam Feil

Customer Success Manager

Introducing the New SuccessScore

Introducing the New SuccessScore™ We’re excited to introduce the new ClientSuccess SuccessScore™. A new powerful way for your executives, managers, and CSMs to get more comprehensive insights into customer health, risk, maturity, and much more. With the new SuccessScore, your CSM teams can proactively engage with customers with precise actions based on customer health indicators [...]

Burke Alder

Customer Success Strategist