Enhanced Task Management with Advanced Filters and Customized Views

We are excited to debut the enhanced Tasks List View in Connectly, complete with significant improvements to make your task management process even more efficient.

What’s New?

Default Smart Lists: Access tasks due today or in the near future with just one click.

Advanced Filters: Quickly sort through and find tasks using a variety of filter options.

Field Customization: Choose the fields you want to display for a more personalized task view.

Sorting Options: Organize your tasks based on priority, due date, or other custom criteria.

Enhanced User Experience (UX): Navigate through tasks with a cleaner, more intuitive interface.

Upgraded Create & Update UX: Add or modify tasks effortlessly with a newly redesigned modal and fresh features.

How to Get Started

  1. Navigate to Contacts > Tasks to check out the new Tasks List View.
  2. Familiarise yourself with the enhanced filters, sorting, and smart lists for more effective task handling.
  3. Utilize the new task creation modal to quickly add and assign tasks.

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