All About: Signal Collaborative Tasks

updated 1 mth 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.

Using Collaborative Tasks, you can link tasks to constituents, assign tasks to others on your team, and set up email notifications to ensure you never miss a due date. If your team is already taking advantage of EverTrue’s AI features, you can also add recommended to-dos with AI-Suggested Tasks!

Tasks can be added from multiple locations within the Signal platform:

The + Add Task button of your Tasks tab.
The checklist button found in the top-right corner of EverTrue.
The checklist button 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 from a constituent profile, and how to use AI-Suggested Tasks. We’ll also cover how to set up Collaborative Task email alerts! Follow along with either our video tutorial or written steps.

Video Tutorial: Adding Tasks and Setting Email Alerts

Adding Tasks in the Tasks Tab

The Tasks tab located in your left-hand navigation bar is the primary location where you can use our Collaborative Tasks feature. When applicable, you’ll see a blue dot next to the tab’s name indicating that you have incomplete and/or overdue tasks due today.

This tab displays comprehensive lists of both your tasks, and tasks assigned by you in table views. You can add and assign new tasks, set up email alerts, and use AI-Suggested Tasks within this page. Let's explore how to add tasks 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 don't yet have any assigned tasks, you'll also find an + Add Task button in the middle of your page.

Step 2. Input and Save Task Details

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

Constituent - Use this field if you'd like to link the task to an individual constituent. Search constituents by name to find and link them. Tasks linked to constituents will also appear within their profiles. Tasks linked to a constituent will also appear within their 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 you are associating with the task. Call, Email, LinkedIn, Research, Print Mail (e.g., Pledgemine, other), Text, ThankView, and Other are available options.
Assignee - Use this dropdown to specify who is responsible for completing the task. Please note, your name will auto-populate as the task's assignee unless you select another team member from the dropdown.
Due Date - Use this calendar selector to choose a due date for the task. Please note, the current date will auto-populate as the task’s due date unless you remove it or select another date

Click Save to finish adding the task!

Step 3. Add Task to Calendar

After saving, an Add to Calendar popup will appear in which you can 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 prefer not to add the task to your calendar, no problem! Simply click the X in the popup’s upper-right corner or click outside of the popup to skip this step.

Select the option matching the calendar your organization uses. A new tab will open with a pre-drafted event in your chosen calendar. The draft will include Task Name, Due Date, and Description (if added) details, with the event’s time set to All day by default. You can adjust any event details (including the time!) as needed.

When you’re ready, click Save to finish adding the task to your calendar!

Note: You can also add tasks to your calendar after creating them, so don’t worry if you close out of this step without adding them right away!

Step 4. Review Added Tasks

Once tasks have been added, you can review them within two different tables found in the Tasks tab:

Your Tasks - This table includes all tasks assigned to you.
Assigned by You - This table includes all 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 in a Constituent Profile

In addition to the dedicated Tasks tab found in your left-hand navigation bar, you can add and assign new tasks within individual constituent profiles. Each profile is equipped with its own Tasks tab where a comprehensive list of tasks linked to the respective constituent is displayed. Let's explore how to add tasks from profiles!

Step 1. Click the Checklist Button

To create a new task within a constituent profile, click the checklist button that appears at the top-right of the profile. This icon will be visible no matter what profile tab you are using. You'll also find an + Add Task button near the top of the profile's Tasks tab, or in the middle of the tab if the constituent does not yet have any linked tasks.