All About: Signal Collaborative Tasks

updated 3 wk ago

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:

Your Tasks: This table includes tasks assigned to you.
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.