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).

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What is Signal Collaborative Tasks?

Signal Collaborative Tasks on Android allows you to create and track your tasks while on the go. 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 and assign them to team members. If your team uses EverTrue’s AI features, you can also add recommended to-dos with AI-Suggested Tasks!

Below, we will explore how to use Collaborative Tasks on your Android app. Let’s get started! 

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Adding Tasks in the Tasks Page

Step 1. Tap See All in Your Home Tab

To create a new task, navigate to your Home tab and scroll to the Tasks Assigned to You section. 

If you don’t yet have any assigned tasks, you’ll find a + Add Task button in the middle of this section. Though you can use this button to add tasks, we’ll focus on adding tasks when you already have at least one. Tap See All in the upper-right corner of this section to access the Tasks page—the primary location where you can add tasks. 

Step 2. Tap the Button

In the Tasks page, you can view both your tasks and tasks assigned by you (we’ll cover these sections in more depth later in this article!). Tap the button in the lower-right corner to add a new task.

Step 3. Input and Save Task Details

A Create New Task popup appears where you can enter:

• Constituent: Use this field to link a constituent to the task. Search by name to find and link them.
• Task Name (REQUIRED): Add a name to your task. Titles are limited to 120 characters.
• Description: Add details associated with the task. Descriptions are limited to 250 characters.
• Action Type (REQUIRED): Specify the type of action associated with the task. Choose from Call, Email, Research, Text, Other, LinkedIn, Print Mail (e.g., Pledgemine, other), and ThankView. 
• Assignee (REQUIRED): Specify who is responsible for completing the task. Please note, your name auto-populates as the task's assignee unless another team member is selected.
• Due Date: Select a due date for the task. Please note, the current date auto-populates as the task’s due date unless removed or changed.  

Tap Save to finish adding the task! 

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Adding Tasks in a Constituent Profile

You can also add and assign tasks within individual constituent profiles, each of which has a Tasks tab displaying all tasks linked to the constituent.

Let’s explore how to add tasks from profiles! 

Step 1. Tap the Button in a Constituent Profile

In a constituent profile, tap the button in the upper-right corner and select Add Task. The button is available from any profile tab. 

Step 2. Input and Save Task Details

A Create New Task popup appears, automatically linking the task to the constituent. Enter the necessary details, then tap Save. 

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Reviewing Added Tasks

You can review created or assigned tasks in a constituent profile’s Tasks tab (if tasks are linked to constituents), your Home tab, or the Tasks page. Below, we’ll take a detailed look at how tasks appear in these locations.

Notes:

• Cadence steps also appear wherever you can review tasks. These steps include an icon to the left of their due dates, differentiating them from ad-hoc tasks. Tapping a cadence step shows the constituent’s current cadence and specific step. 
• If you’ve paused tasks on the EverTrue web app, your Home tab’s Tasks Assigned To You section and your Tasks page will appear empty until the pause is lifted. 

Task Details & Organization

Once tasks are added, they include the following details:

• Due Date (if added) 
• Task Name
• Linked Constituent (if added, included in the Home tab and Tasks page)
• Assignee/Creator (included in the constituent profile Tasks tab)

Tasks are organized in this order:

• Tasks without due dates appear first
• Tasks with the earliest upcoming due date appear next
• Overdue tasks are clearly marked next to their due date

Step 1. Navigate to a Constituent Profile’s Tasks Tab

To view tasks linked to a constituent, visit their profile’s Tasks tab. This tab includes both your assigned tasks and those assigned by your teammates.

At the top-left, you’ll find an incomplete task count. The tab lists up to five incomplete or overdue tasks—tap See All in the upper-right to see more (including completed tasks).

Step 2. Navigate to Your Home Tab

Head to your Home tab’s Tasks Assigned to You section to view up to three of your upcoming tasks. Tap See All in the upper-right corner to access your Tasks page and see the full list.

You can also access Tasks by selecting it from the three-bar menu button found in the upper-left corner of your app. 

Step 3. View Your Tasks 

On the Tasks page, the Your Tasks tab displays all tasks assigned to you. Tap a task name to view its full details. 

Step 4. View Tasks Assigned By You

To view tasks you assigned to other team members, head to the Assigned By You tab. Tap a task name to view its full details, including the assignee’s name. 

Step 5. Filter Tasks 

Use the Incomplete, Overdue, and Completed buttons at the top of the Tasks page to filter tasks on either tab by completion status. 

Step 6. Mark a Task Complete

To mark a task as complete, simply tap the circle to the left of its name. If you accidentally mark a task complete, filter to Completed tasks and tap the green checkmark paired back to the recently-finished task. 

Step 8. Edit or Delete a Task

To edit a task, open it and tap the pencil button in the top-right corner of Task Details. Select Edit task, make changes, and tap Save.

Note: If you select a cadence step, you can only adjust its due date. To explore more actions for cadence steps, take a look at our article, Managing Your Cadences. 

If you need to delete a task, either select Delete task after tapping the pencil button, or swipe left on an unopened task and tap the trashcan button.

Note: You can delete tasks that are assigned to you (either by yourself, or by a teammate) and tasks that are assigned by you. 

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