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Enhancements to Tasks | May 2024
Enhancements to Tasks | May 2024

Release notes for enhancements to the Tasks module.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over 7 months ago

Overview

We’ve introduced several enhancements to Tasks, including immediate notifications for urgent deadlines, streamlined task subscriber management, expanded bulk update options, and quick access to related contact profiles.


Details

Task Due in less than 24 Hours Notification

Receive immediate email notifications whenever tasks assigned to you are created with or updated to have a due date within the next 24 hours, ensuring timely alerts about time-critical tasks.

Add Task Subscribers During Creation

You can now add task subscribers at the time of task creation, either manually or via workflow, and to task templates, eliminating the need to edit tasks later to include subscribers.

Bulk Update “Type”

The “Type” field has been added as an option for bulk Task changes, in addition to Status, Priority, and Assignee.

“View Profile” Link for Related Contact

The task side sheet now features a “view profile” link for the “related to” contact, allowing you to quickly open and view the contact’s profile.


Benefit

These enhancements improve task management efficiency by providing timely notifications, simplifying subscriber management, expanding bulk update capabilities, and offering quick access to related contact information.

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