All About: Signal Collaborative Tasks

Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).


What is Signal Collaborative Tasks?

Signal Collaborative Tasks offers the ability to create and track your tasks directly in our platform. Think of it as your digitized prospecting and segmenting to-do list! This feature provides a dedicated space for managing post-meeting work, making it easier than ever to build and maintain relationships with prospective donors.

With Collaborative Tasks, you can link tasks to constituents, assign them to teammates, and set up email notifications to stay on top of due dates. If your team uses EverTrue’s AI features, you can also add recommended to-dos with AI-Suggested Tasks! 

You can add tasks from multiple locations within the Signal platform:

  • The + Add Task button of your Tasks tab.
  • The checklist icon of a constituent profile.
  • The + Add Task button of a constituent profile’s Tasks tab.
  • The + Add Task button found in the Upcoming section of your Home tab.

Below, we will take a look at how to add tasks from the Tasks tab and a constituent profile, as well as how to use AI-Suggested Tasks and set up Collaborative Task email alerts! Follow along with either our video tutorial or written steps. 


Video Tutorial: Adding Tasks and Setting Email Alerts 

💡 Note: While the video provides an overview of this feature, the steps outlined below are the most up-to-date. Be sure to reference the written guide for the latest instructions.


Adding Tasks in the Tasks Tab

The Tasks tab in your left-hand navigation bar is the primary location for adding and managing Collaborative Tasks. A blue dot next to the tab’s name indicates you have incomplete and/or overdue tasks due today.

This tab displays comprehensive lists of your tasks and those you’ve assigned to others. From here, you can add and assign tasks, set up email alerts, and use AI-Suggested Tasks. Let's explore how to add a task from this tab! 

Step 1. Click the + Add Task Button

To create a new task, navigate to your Tasks tab and click + Add Task in the upper-right corner. If you have no assigned tasks, you'll also find an + Add Task button in the middle of the page.

Step 2. Input and Save Task Details

An Add Task popup appears where you can input the following information:

  • Constituent: Use this field to link the task to an individual constituent by searching for their name. Linked tasks also appear within their constituent profile’s Tasks tab.
  • Task Name (REQUIRED): Use this field to add a title to your task. Titles are limited to 120 characters. 
  • Description: Use this field to add details associated with the task. Descriptions are limited to 250 characters.
  • Action Type (REQUIRED): Use this dropdown to specify the type of action associated with the task. Options include Call, Email, LinkedIn, Research, Print Mail (e.g., Pledgemine, other), Text, ThankView, and Other.
  • Assignee: Use this dropdown to specify who is responsible for completing the task. Your name auto-populates as the assignee unless you select another teammate.
  • Due Date: Use this calendar selector to choose a due date for the task. The current date auto-populates as the due date unless you remove it or select another date. 
  • Add to Calendar: Use this toggle to enable or disable the option to add the task to your Google or Microsoft calendar after saving. If enabled, you’ll be prompted to add the task to your calendar after saving. Your preference is saved, so future tasks will follow the same process unless you adjust the toggle.  

Click Save to finish adding the task!

Step 3. Add Task to Calendar

If you enabled the Add to Calendar toggle, an Add to Calendar popup appears after saving. Choose to add the newly-created task to either your Google or Microsoft calendar using the Add to Google Calendar or Add to Microsoft Calendar buttons. 

💡 Note: If you don’t want to add the task to your calendar, simply close the popup or click outside of it. 

Select the option matching the calendar your organization uses. A pre-drafted event opens in a new tab with the Task Name, Due Date, and Description (if added) details populated. The event defaults to All day, but you can adjust this and any other details as needed. 

Click Save to finish adding the task to your calendar! 

💡 Note: You can also add tasks to your calendar later, whether you close out of this step without adding them right away or if the Add to Calendar toggle was turned off when creating the task. 

Step 4. Review Added Tasks

Once tasks are added, you can review them within two tables in the Tasks tab:

  1. Your Tasks: This table includes tasks assigned to you.
  2. Assigned by You: This table includes tasks you assigned to others on your team.

For more information, check out our dedicated article on reviewing tasks in the Tasks tab!


Adding Tasks from a Constituent Profile

You can also add and assign tasks within constituent profiles! Each profile includes a Tasks tab listing all tasks linked to that constituent.

Let’s explore how to add tasks from profiles! 

Step 1. Click the Checklist Icon

To create a new task, click the checklist icon in the upper-right of the profile. This icon is always visible, regardless of which profile tab you’re using. You can also click + Add Task in the upper-right corner of the profile’s Tasks tab, or in the middle of the tab if the constituent does not have any linked tasks.

Step 2. Input and Save Task Details

An Add Task popup automatically linked to the constituent appears where you can input the following information:  

  • Task Name (REQUIRED): Use this field to add a title to your task. Titles are limited to 120 characters. 
  • Description: Use this field to add details associated with the task. Descriptions are limited to 250 characters.
  • Action Type (REQUIRED): Use this dropdown to specify the type of action associated with the task. Options include Call, Email, LinkedIn, Research, Print Mail (e.g., Pledgemine, other), Text, ThankView, and Other
  • Assignee: Use this dropdown to specify who is responsible for completing the task. Your name auto-populates as the assignee unless you select another teammate.
  • Due Date: Use this calendar selector to choose a due date for the task. The current date auto-populates as the due date unless you remove it or select another date. 
  • Add to Calendar: Use this toggle to enable or disable the option to add the task to your Google or Microsoft calendar after saving. If enabled, you’ll be prompted to add the task to your calendar after saving. Your preference is saved, so future tasks will follow the same process unless you adjust the toggle.  

Click Save to finish adding the task! 

Step 3. Add Task to Calendar

If you enabled the Add to Calendar toggle, an Add to Calendar popup appears after saving. Choose to add the newly-created task to either your Google or Microsoft calendar using the Add to Google Calendar or Add to Microsoft Calendar buttons. 

💡 Note: If you don’t want to add the task to your calendar, simply click close the popup or click outside of it. 

Select the option matching the calendar your organization uses. A pre-drafted event opens in a new tab with the Task Name, Due Date, and Description (if added) details populated. The event defaults to All day, but you can adjust this and any other details as needed. 

Click Save to finish adding the task to your calendar! 

💡 Note: You can also add tasks to your calendar later, whether you close out of this step without adding them right away or if the Add to Calendar toggle was turned off when creating the task. 

Step 4. Review Added Tasks

Once tasks are added, you can review them within a table found in their profile's Tasks tab. This table includes all tasks linked to a constituent, both those assigned by you and those assigned by your teammates. 

For more information, check out our dedicated article on reviewing tasks in a constituent profile!


Using AI-Suggested Tasks 

Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any created for your assignments (either by you or by a teammate) in the last year. Choose to add these suggestions as you see fit! 

Below, we’ll explore how to use AI-Suggested Tasks! 

💡 Note: AI-Suggested Tasks is only accessible if your organization has EverTrue’s AI features enabled. If your organization is interested in activating this feature for your team, please reach out to your Customer Success Manager (CSM). 

Step 1. Open Your Tasks Tab’s AI Suggestions 

To access AI-Suggested Tasks, navigate to your Tasks tab and click AI Suggestions near the top of the page. Here, you can view up to three tasks we recommend you take as part of your cultivation efforts. 

Each suggestion includes a task name, description, linked constituent, due date, and action type. By default, you are the task’s assignee unless you select another teammate when reviewing the task (a step we’ll cover next!).

Step 2. Review and Add an AI-Suggested Task

AI-Suggested Tasks require a review before being added. To review, click on a task’s name or the + Review button found at the right of each task. A Review Task popup appears where you can edit any of the task’s details, such as Due Date or Assignee

Once you finish reviewing and modifying the suggested task, click Save to add it! The task will appear in the Your Tasks table of your Tasks tab (or the Assigned by You table if you changed the task’s assignee). 

If you add all three tasks, return the following day to find more suggestions populated. In the meantime, continue adding interactions for your assigned constituents to inform new daily suggestions! 


Setting up Collaborative Task Alerts

Implementing alerts for Signal Collaborative Tasks ensures you receive email notifications on days your tasks are due. Below, we'll review how to set these up and what these email notifications look like!  

Step 1. Click the Actions Button

To set up alerts, navigate to your Tasks tab and click the Actions button in the upper-right corner.  

Step 2. Select Email Alerts

Next, select Email Alerts from the dropdown.

Step 3. Input and Save Alert Preferences

An Email Alerts popup appears where you can select the frequency of your alerts, the time you want to receive them, and your time zone. 

Click Save to set your preferences.

Step 3. Review Your Collaborative Tasks Email Alerts

Your Collaborative Tasks email alerts include the following details when applicable: 

  • Your Personal Daily Summary: Includes a count of tasks due today, overdue tasks in need of completion, and upcoming trips and meetings.
  • Summary of Tasks You’ve Assigned: Includes a count of assigned tasks due today and assigned overdue tasks, as well as a team-wide count of tasks completed yesterday.
  • Your Tasks Breakdown: Includes a detailed overview of your day’s tasks and overdue tasks.


For any other questions, reach out to EverTrue Support at genius@evertrue.com.

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