Tasks Tied to Automations - Filter Out Auto-replies in Engagements

edited March 2023 in Product Updates

Here are the Product Updates for this week:

Collaborative Task Management

  • New Tasks Tied to Automations - The new Tasks are now connected to the Automation system and Task Templates can be leveraged to create automated Tasks.
  • Links & Attachments for Task Templates - have been added to deliver extra content or context with Tasks.
  • Added [ASSIGNED CSM] as Assigned To option for Task Templates - Assigned CSM's are now a selected option for the automated Task Template to be assigned to.
  • Customer Filter Drop-down - Quick remove Customer in Filter - The customer filter in Collaborative Task Management is multi-select and case easily be clear by clicking on the small "x" or selecting "All Customers" at the top of the drop-down list.

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