Redesigned Tasks Screen and Task Management Enhancements

Sam Feil

Customer Success Manager

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 CompleteIncomplete, and All)
  • Ascending/Descending sorting capabilities by: Due DateClient 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

  • SuccessCycle activities can now be added ad-hoc within the SuccessCycle app (previously limited to SuccessCycle tasks)

  • To-dos and SuccessCycle tasks now include the functionality for auto-link URLs, phone numbers, and email addresses

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