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New tasks features available: Create tasks from rules and macros, templates, due dates

  • May 12, 2026
  • 0 replies
  • 33 views

conniechen
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We’ve fully released the following features.

  • Create a task from a rule or macro
  • Task templates
  • Due dates on tasks
  • Analytics metrics: new tasks created, resolved tasks, and task resolution time

Need some inspiration on how to use these?

  • A customer emails in with a billing question regarding an invoice. Create a rule to automatically create tasks for your finance, security/IT, and customer support team to address this customer inquiry, all while keeping the linked context of the original email
  • If your support team frequently shares feature requests with the product team to log, create a template with key fields to fill out to expedite this process
  • Tracking personal tasks? Add due dates to help you prioritize the most urgent items

Share how you’re using tasks below!