Redesigned Tasks Screen and Task Management Enhancements
The redesigned ClientSuccess Tasks screen adds an always-visible filters sidebar, status and custom-date filtering, flexible sorting, and ad-hoc activities.
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
- 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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ClientSuccess
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