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!
