Tasks Tied to Automations - Filter Out Auto-replies in Engagements
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.
2