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.